---
schema_version: "1"
id: 4987c0de056475a76453b931e7ae25946d4067a5211201dfdf33b5583db77825
title: Insurance Brokerage
collection: legacydeveloper
version: current
locale: en-us
portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/insurance_developer_guide/insurance_brokerage_overview.md
canonical_url: https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/insurance_brokerage_overview.htm
source_site: developer.salesforce.com
content_type: documentation
content_hash: 744317d40da1e7ef73cda9c94ffa94b16e156b0bc4a1fce09b89bad39ead6224
description: Use the Insurance Brokerages developer resources to automate processes related to Policy and Commissions Management. Invoke policy lifecycle services such as Renew, Repurpose, and Cancel using context service. Manage plan benefits using a flexible service layer and Product Catalog.
---
# Insurance Brokerage

Use the Insurance Brokerages developer resources to automate processes related to Policy and Commissions Management. Invoke policy lifecycle services such as Renew, Repurpose, and Cancel using context service. Manage plan benefits using a flexible service layer and Product Catalog.

<table class="editionTable" border="0" summary="Salesforce editions needed for the documented functionality" width="100%"><tbody class="tbody"><tr><td class="subHead">Available in: Lightning Experience</td></tr><tr><td class="subHead">Available in: <strong class="ph b">Enterprise</strong>, <strong class="ph b">Unlimited</strong>, and <strong class="ph b">Developer</strong> Editions</td></tr></tbody></table>

  

- **[Insurance Brokerage Business APIs](https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/insurance_brokerage_business_api_overview.htm)**  
    Use the Insurance Brokerage Business APIs to manage policy lifecycle, brokerage commissions, and plan benefits.
- **[Insurance Brokerage Standard Invocable Actions](https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/insurance_brokerage_invocable_actions_parent.htm)**  
    Learn more about the standard invocable actions available with Insurance Brokerage.
- **[Insurance Brokerage Metadata API Types](https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/insurance_brokerage_metadata_api_parent.htm)**  
    Metadata API enables you to access some types and feature settings that you can customize in the user interface.
- **[Insurance Brokerage Apex Reference](https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/insurance_brokerage_apex_reference.htm)**  
    Apex is a strongly typed, object-oriented programming language that developers can use to execute flow and transaction control statements on the Salesforce Platform server, in conjunction with calls to the API. Insurance Brokerage Apex reference includes built-in Apex classes and interfaces, grouped by namespace.