--- schema_version: "1" id: b9ace1fa254a96dad2941d71d32669dffcbda129c2eb17f5aad3c7e5e7938343 title: Get Started with Insurance Developer Resources collection: legacydeveloper version: current locale: en-us portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/insurance_developer_guide/insurance_dev_guide.md canonical_url: https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/insurance_dev_guide.htm source_site: developer.salesforce.com content_type: documentation content_hash: 648e761805a25b494b5bbfd2bb990da8a04a99897bc9bf366db60fcfe02390ba description: Use the developer resources of Insurance Cloud to manage end-to-end insurance processes. Create and configure quotes, manage policy transactions, and automate processes related to brokerage policies and commissions. --- # Get Started with Insurance Developer Resources Use the developer resources of Insurance Cloud to manage end-to-end insurance processes. Create and configure quotes, manage policy transactions, and automate processes related to brokerage policies and commissions.
Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions
Learn more about the developer resources that are available for these components. ## Insurance Brokerage Manage insurance policy lifecycles. Automate processes related to Policy and Commissions Management. See [Insurance Brokerage](https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/insurance_brokerage_overview.htm "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 Claims Management Manage insurance claims by automating, streamlining, and orchestrating the full lifecycle of a claim, from coverage validation to final settlement. See [Insurance Claims Management](https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/insurance_claim_overview.htm "Use the Insurance Claims developer resources to set up claim products and create dynamic first notice of loss intake flows for your users. Give claim adjusters a cohesive view of claims and financial data so they can efficiently assess and settle claims. Establish financial controls and automatically route requests for financial approval to the appropriate supervisors and managers."). ## Insurance Design Advisor Check your product configuration against everything a quote or policy flow needs. The advisor validates selling models, pricebook entries, pricing procedures, attributes, user permissions, and context definitions, and returns structured validation results with step-by-step remediation guidance. See [Insurance Design Advisor](https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/insurance_design_advisor.htm "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 Group Benefits Manage insurance group benefit plans that re offered to and covering a group of people, such as employees and their dependents. See [Insurance Group Benefits](https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/insurance_group_benefits_overview.htm "Group benefits are insurance plans offered to and covering a group of people, such as employees and their dependents. Manage these insurance offerings in a rapidly evolving marketplace with Group Benefits on the Digital Insurance Platform."). ## Insurance Policy Administration Manage policy lifecycles across quoting, issuance, endorsements, billing, and renewals. See [Insurance Policy Administration](https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/insurance_policy_overview.htm "Use the Insurance Policy developer resources to manage insurance policies comprehensively, for different transaction types, such as issuance, endorsement, renewal, and cancellation. Each transaction type creates an InsurancePolicyTransaction record."). ## Insurance Product Administration Define the products you sell to customers, including their classifications, categories, and attributes. Create customized price adjustment methods and pricing procedures. Define rules that determine how your products behave when they're quoted, sold, and serviced. See [Insurance Product Administration](https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/insurance_product_administration_overview.htm "Use the Insurance Product Administration developer resources to define the products you sell to customers, including their classifications, categories, and attributes. Create customized price adjustment methods and pricing procedures. Define rules that determine how your products behave when they're quoted, sold, and serviced."). ## Insurance Quoting Automate quoting experiences as part of a cohesive customer-centric experience. Create, update, configure, and delete quotes and quote line items. See [Insurance Quoting](https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/quote_overview.htm "Use the Insurance Quoting developer resources to create, update, configure, and delete quotes and quote line items.").