---
schema_version: "1"
id: 68550f49cd306805f4afceb7a7521af8f426262d8bd792d65a3552a62b79696f
title: Insurance Design Advisor
collection: legacydeveloper
version: current
locale: en-us
portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/insurance_developer_guide/insurance_design_advisor.md
canonical_url: https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/insurance_design_advisor.htm
source_site: developer.salesforce.com
content_type: documentation
content_hash: f5edaa9a159703691141949fd60978336398c010ba368a6c4c07a87f427871a7
description: Use Insurance Design Advisor to check your product configuration against everything a quote or policy flow needs. The advisor validates selling models, pricebook entries, pricing procedures, attributes, user permissions, context definitions, and more, and then returns structured validation results with step-by-step remediation guidance. Ask in natural language through Agentforce or use your desired MCP client. Validations run independently and you see every issue in a single pass, rather than discovering them one at a time.
---
# Insurance Design Advisor

Use Insurance Design Advisor to check your product configuration against everything a quote or policy flow needs. The advisor validates selling models, pricebook entries, pricing procedures, attributes, user permissions, context definitions, and more, and then returns structured validation results with step-by-step remediation guidance. Ask in natural language through Agentforce or use your desired MCP client. Validations run independently and you see every issue in a single pass, rather than discovering them one at a time.

<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 with Digital Insurance and requires access to the Headless 360 MCP Server (Beta).</td></tr></tbody></table>

  

- **[Insurance Design Advisor Business APIs](https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/insurance_design_advisor_business_api_overview.htm)**  
    Use the Insurance Design Advisor Connect APIs at design time to validate product model setup, attributes, pricing configurations, API requests, user permissions, and other related insurance product configurations before using the product at runtime. These APIs only validate the product setup details and don't update any data. To use these APIs, the org must have Insurance Design Advisor enabled and users must have Digital Insurance Product Administration Management permission set access.
- **[Insurance Design Advisor Apex Reference](https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/insurance_design_advisor_apex_reference.htm)**  
    Apex is a strongly typed, object-oriented programming language that allows developers to execute flow and transaction control statements on the Salesforce Platform server, in conjunction with calls to the API. Insurance Design Advsior Apex reference includes built-in Apex classes and interfaces, grouped by namespace. To use these Apex methods, the org must have Insurance Design Advisor enabled and users must have Digital Insurance Product Administration Management permission set access.