---
schema_version: "1"
id: 010e22f32408a1a9f685aa1345a75504155a6e5cdeb4a5f11918c4c4d1240672
title: Insurance Quote (POST)
collection: legacydeveloper
version: current
locale: en-us
portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/insurance_developer_guide/connect_resources_insurance_quote.md
canonical_url: https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/connect_resources_insurance_quote.htm
source_site: developer.salesforce.com
content_type: documentation
content_hash: 89ba2fe64b319be7a2ef2518f14885713d4aba4ecc7870e0654a4f690ffc353c
description: Generate a quote or quote-ready context in multiple ways. The API accepts user inputs, generates context, runs rules and pricing, prorates, and then returns a quote ID. The API can also use a context ID to run pricing and rules, update the context, and then return a quote ID. Alternatively, the API can accept user inputs, generate context, run rules and pricing, prorate, and then return only the context ID.
---
# Insurance Quote (POST)

Generate a quote or quote-ready context in multiple ways. The API accepts user inputs, generates context, runs rules and pricing, prorates, and then returns a quote ID. The API can also use a context ID to run pricing and rules, update the context, and then return a quote ID. Alternatively, the API can accept user inputs, generate context, run rules and pricing, prorate, and then return only the context ID.

## Resource

/connect/insurance/quotes

## Resource Example

Replace {yourInstance} with the My Domain name of your Salesforce org.

https://{yourInstance}.salesforce.com/services/data/v68.0/connect/insurance/quotes

## Available Version

63.0

## HTTP Methods

POST

## Request Body for POST

### JSON Example

{
  "quoteName": "Auto Insurance Quote",
  "effectiveDate": "2024-06-30T00:00:00.000Z",
  "expirationDate": "2025-07-28T00:00:00.000Z",
  "opportunityId": "006xx000001a2odAAA",
  "transactionType": "AutoTransactionType",
  "salesTransactionTypeId": "1Chxx0000004C92CAE",
  "priceBookId": "01sxx0000005ptpAAA",
  "configOptions": {
    "executePricing": false,
    "validateProductCatalog": false,
    "executeConfigurationRules": false,
    "executeQualificationRules": false
  },
  "options": {
    "saveQuote": true,
    "productSellingModel": "One Time"
  },
  "quoteInputs": \[
    {
      "productCode": "autoRoot",
      "instanceKeys": \[
        "AutoRoot"
      \],
      "items": \[
        {
          "productCode": "autoBundle",
          "instanceKeys": \[
            "AutoRoot",
            "AutoBundle1"
          \],
          "attributes": {
            "avMake": "BMW",
            "avValue": "20000",
            "avYear": "2020",
            "AutoValueFactor": 5,
            "AutoAgeFactor": 6
          }
        },
        {
          "productCode": "autoDriver",
          "instanceKeys": \[
            "AutoRoot",
            "AutoBundle1",
            "AutoDriver"
          \],
          "relatedRecords": \[
            {
              "relatedRecordId": "001xx000003GYiEAAW",
              "relatedRecordObjName": "Account"
            },
            {
              "relatedRecordId": "001xx000003GYiEAAV",
              "relatedRecordObjName": "Contact"
            }
          \]
        },
        {
          "productCode": "autoComp",
          "instanceKeys": \[
            "AutoRoot",
            "AutoBundle1",
            "AutoComp"
          \],
          "attributes": {
            "CompBasePremium": "750"
          }
        },
        {
          "productCode": "autoBundle",
          "instanceKeys": \[
            "AutoRoot",
            "AutoBundle2"
          \],
          "attributes": {
            "avMake": "Audi",
            "avValue": "20000",
            "avYear": "2020",
            "AutoValueFactor": 5,
            "AutoAgeFactor": 6
          }
        },
        {
          "productCode": "autoDriver",
          "instanceKeys": \[
            "AutoRoot",
            "AutoBundle2",
            "AutoDriver"
          \],
          "relatedRecords": \[
            {
              "relatedRecordId": "001xx000003GYiEAAW",
              "relatedRecordObjName": "Account"
            },
            {
              "relatedRecordId": "001xx000003GYiEAAV",
              "relatedRecordObjName": "Contact"
            }
          \]
        },
        {
          "productCode": "autoCollision",
          "instanceKeys": \[
            "AutoRoot",
            "AutoBundle2",
            "AutoCollision1"
          \],
          "attributes": {
            "CollisionBasePremium": "120"
          }
        }
      \]
    }
  \]
}

### Properties

| Name | Type | Description | Required or Optional | Available Version |
| --- | --- | --- | --- | --- |
| accountId | String | ID of the account associated with the quote that’s being created. | Optional | 63.0 |
| additionalFields | Map<String, Object> | Additional fields that are used to create insurance quote. | Optional | 63.0 |
| configOptions | [Insurance Quote Config Options](https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/connect_requests_ins_quote_config_options.htm "Input representation of insurance quote line item related objects.") \[\] | The JSON structure that includes the options for configuration. | Optional | 63.0 |
| contextId | String | ID of the context that’s used for creating the quote. | Optional | 63.0 |
| effectiveDate | String | Date that the quote is effective from. | Required | 63.0 |
| expirationDate | String | Expiration date of the quote. | Optional | 63.0 |
| opportunityId | String | ID of the opportunity associated with the quote. | Optional | 63.0 |
| options | [Insurance Quote Options](https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/connect_requests_ins_quote_options.htm "Input representation of insurance quote options.")\[\] | Insurance Quote Options. | Optional | 63.0 |
| priceBookId | String | ID of the pricebook associated with the quote. | Optional | 63.0 |
| pricingProcedure | String | Pricing Procedure for insurance quote. | Optional | 63.0 |
| quoteInputs | [Insurance Quote Input Node](https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/connect_requests_insurance_quote_input_node.htm "Input representation of root quote line items and child quote line items of insurance quote.")\[\] | The JSON structure that contains user inputs for the products for which the quote is being created. | Required | 63.0 |
| quoteName | String | Name of the quote. | Optional | 63.0 |
| ratingDate | String | Date of the rating quote. | Optional | 63.0 |
| salesTransactionTypeId | String | ID of the sales transaction type. | Optional | 63.0 |
| transactionType | String | Type of the transaction. | Optional | 63.0 |

## Response Body for POST

[Insurance Quote](https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/connect_responses_insurance_quote_output.htm "Output representation of the details of the insurance quote.")