---
schema_version: "1"
id: a3cba450c9adb15a71fb45f51aa11c3e6ea753d1a34e3066b6589acb7b31b629
title: Insurance Policy Developer Journey
collection: legacydeveloper
version: current
locale: en-us
portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/insurance_developer_guide/insurance_policy_developer_journey.md
canonical_url: https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/insurance_policy_developer_journey.htm
source_site: developer.salesforce.com
content_type: documentation
content_hash: cd646f4311a26fe70660875c471baaaa0d8e0d0e8c99d30f4a7b5b7319601ce6
description: To manage insurance policies by using Salesforce Quoting, use the Quoting APIs to generate a quote context, which serves as the foundation for policy operations. For managing policies without Salesforce Quoting, use the Rating API to create a price-adjusted context. This price-adjusted context provides the necessary rated data to manage insurance policies without depending on a formal quote record.
---
# Insurance Policy Developer Journey

To manage insurance policies by using Salesforce Quoting, use the Quoting APIs to generate a quote context, which serves as the foundation for policy operations. For managing policies without Salesforce Quoting, use the Rating API to create a price-adjusted context. This price-adjusted context provides the necessary rated data to manage insurance policies without depending on a formal quote record.

- **[Create and Manage Insurance Policies by Using Salesforce Quoting](https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/manage_policy_using_quote.htm)**  
    Learn how to effectively use the Insurance Policy and Quoting Connect APIs, along with the associated invocable actions, to build comprehensive user journeys by using Salesforce Flows and Omniscripts.
- **[Create and Manage Insurance Policies Without Using Salesforce Quoting](https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/manage_policy_without_using_quote.htm)**  
    Learn how to use the Insurance Policy APIs and invocable actions to manage the policy lifecycle when Salesforce quoting isn't used, or when a third-party system handles the quoting process.
- **[Cancel Policy](https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/cancel_policy.htm)**  
    The policy cancellation process addresses the termination of an insurance policy before its scheduled expiration date. Common reasons for canceling a policy include not paying the premiums or a direct cancellation request from the policyholder.