Create quotes from existing contracts and apply member-level plan overrides.
-
Create Endorsement or Renewal Quote From Insurance Contract (POST)
Create an endorsement or renewal quote from an existing group benefits contract, including the quote structure and line items, without re-entering contract details manually. -
Member Benefits Configuration Override (POST, DELETE)
Apply, clone, or revert member-level plan and attribute overrides based on member configuration for quote line items corresponding to root products and coverages. Use POST to upsert overrides or to clone them from a source member to one or more target members. Use DELETE to revert overrides for a member.