---
schema_version: "1"
id: 428af272292ff7dc41c56978c2fea477c187ce63e72c4577bbdbf3b5e5927bf9
title: Insurance Policy Administration
collection: legacydeveloper
version: current
locale: en-us
portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/insurance_developer_guide/insurance_policy_overview.md
canonical_url: https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/insurance_policy_overview.htm
source_site: developer.salesforce.com
content_type: documentation
content_hash: 95d80ec7711b8031629051c7ccedbdea73dac81853d62cf5bfecedb8998ec3c4
description: 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 Policy Administration

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.

<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 Policy Business APIs](https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/insurance_policy_business_api_overview.htm)**  
    Manage policy transactions such as issuance, endorsement, renewal, and cancellation. Calculate term taxes based on transaction types and policy durations.
- **[Insurance Policy Standard Invocable Actions](https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/insurance_policy_invocable_actions_parent.htm)**  
    Use the standard invocable actions available with Insurance Policy to create, manage, and endorse insurance policies.
- **[Insurance Policy Administration Metadata API Types](https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/insurance_policy_administration_metadata_api_parent.htm)**  
    Metadata API enables you to access some types and feature settings that you can customize in the user interface.
- **[Insurance Policy Standard Objects](https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/insurance_policy_standard_objects_parent.htm)**  
    The Insurance Policy data model provides objects and fields to manage insurance policy transactions.
- **[Insurance Policy Administration Apex Reference](https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/insurance_policy_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 Policy Administration Apex reference includes built-in Apex classes and interfaces, grouped by namespace.
- **[Insurance Policy Developer Journey](https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/insurance_policy_developer_journey.htm)**  
    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.