---
schema_version: "1"
id: adef7c5a98176d1c5ce54bc07a2a59f1198cb83342279f6d6f39724dd4a57a61
title: Implement Quote Creation Functionality for Insurance Representatives
collection: legacydeveloper
version: current
locale: en-us
portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/insurance_developer_guide/quote_creation_for_internal_agents.md
canonical_url: https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/quote_creation_for_internal_agents.htm
source_site: developer.salesforce.com
content_type: documentation
content_hash: 384b9b4fbdd2cf6347e4563a7d43db5760c3e7cfd9e85ccc46de48e45bd71dea
description: This user journey applies when a policyholder contacts an insurance company and an insurance representative guides them through identifying coverage needs, configuring and pricing a quote, and sharing it for review.
---
# Implement Quote Creation Functionality for Insurance Representatives

This user journey applies when a policyholder contacts an insurance company and an insurance representative guides them through identifying coverage needs, configuring and pricing a quote, and sharing it for review.

**Assumption**

It’s assumed that a valid quote ID is available to update the existing quote.

The insurance representative collects the policyholder's requirements and adds any other additional rules during the API call to create a quote.

1. **Create Quote**—Create a quote either by:
    
    - Making a POST request on the [Insurance Quote](https://developer.salesforce.com/docs/atlas.en-us.264.0.insurance_developer_guide.meta/insurance_developer_guide/connect_resources_insurance_quote.htm "HTML (New Window)") Connect API, or
    - Using the [Create Insurance Quote](https://developer.salesforce.com/docs/atlas.en-us.264.0.insurance_developer_guide.meta/insurance_developer_guide/actions_obj_create_quote.htm "HTML (New Window)") invocable action.
    
    This request returns a quote ID in the response.
2. **(Optional)Invoke Underwriting Review**—To invoke an underwriting review after the initial quote is created, make a POST request on the [Insurance Invoke Underwriting Rule](https://developer.salesforce.com/docs/atlas.en-us.264.0.insurance_developer_guide.meta/insurance_developer_guide/connect_resources_underwriting_rules_invoke.htm "HTML (New Window)") Connect API with the necessary inputs.
3. Use the quote ID that’s generated during the quote creation process for further processing, such as policy issuance.