---
schema_version: "1"
id: 1f4d25dae64650cdeb4d3509d36dfa16d7b158ba31431d27a9a26306a073b826
title: |-
  Build a Self-service Quote and Policy Creation Functionality for Community Portal
      Users
collection: legacydeveloper
version: current
locale: en-us
portal_url: https://docs.salesforce.com/legacydeveloper/current/en-us/insurance_developer_guide/self_service_quote_and_policy_creation.md
canonical_url: https://developer.salesforce.com/docs/atlas.en-us.insurance_developer_guide.meta/insurance_developer_guide/self_service_quote_and_policy_creation.htm
source_site: developer.salesforce.com
content_type: documentation
content_hash: b8ef21ca2fbbd9ab0e394d1867571f267cddcbb44538bc08359069cc50d1bee4
description: This user journey applies when a user, such as a policyholder or partner, logs into a customer community portal to select a product, view its price, and configure its attributes. The user then creates a quote, and proceeds to issue a policy.
---
# Build a Self-service Quote and Policy Creation Functionality for Community Portal Users

This user journey applies when a user, such as a policyholder or partner, logs into a customer community portal to select a product, view its price, and configure its attributes. The user then creates a quote, and proceeds to issue a policy.

**Assumption**

It’s assumed that the user logs into the community portal, selects a product to generate a quote, and then gets the policy issued.

Use these steps to build the user journey.

1. **Generate Priced Context**—Make a POST request on the [Insurance Product Rating](https://developer.salesforce.com/docs/atlas.en-us.264.0.insurance_developer_guide.meta/insurance_developer_guide/connect_resources_product_rating.htm "HTML (New Window)") Connect API with the required inputs to generate the price adjusted context.
    
    This request returns the context ID in the response.
2. **Create Quote**—Use the context ID to 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.
3. **Get Quote Context**—Use the quote ID to retrieve the quote details either by:
    
    - Making a GET request on the [Insurance Quote Details](https://developer.salesforce.com/docs/atlas.en-us.264.0.insurance_developer_guide.meta/insurance_developer_guide/connect_resources_quote_details.htm "HTML (New Window)") Connect API, or
    - Using the [Get Insurance Quote Details](https://developer.salesforce.com/docs/atlas.en-us.264.0.insurance_developer_guide.meta/insurance_developer_guide/actions_obj_quote_details.htm "HTML (New Window)") invocable action.
    
    This request returns the context ID in the response that contains the context of the quote.
4. **Issue Policy**—Use the retrieved quote context to create a policy record either by:
    - Making a POST request on the [Issue Insurance Policy](https://developer.salesforce.com/docs/atlas.en-us.264.0.insurance_developer_guide.meta/insurance_developer_guide/connect_resources_issue_policy.htm "HTML (New Window)") Connect API, or
    - Using the [Issue Insurance Policy](https://developer.salesforce.com/docs/atlas.en-us.264.0.insurance_developer_guide.meta/insurance_developer_guide/actions_obj_issue_insurance_policy.htm "HTML (New Window)") invocable action.