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Case types

Updated on October 5, 2021

This section describes the standard Sales Automation for Healthcare case types that are available for selection within the New Application wizard when you create your Sales Automation for Healthcare application. Depending on your organization\'s needs, you may include all or a subset of these case types in your application.

Standard case types


Case TypeDescription
Company/Organization Represents the levels of the customer business hierarchy. Organization can be a specific business, holding company, or corporation and has one or more organizations or accounts as a child entity.
Account An economic decision-making unit. It Is a logical or physical group to which a product or service is sold.
Contact A person that is a prospect or customer. For business selling, they are usually employees of the organization to whom you are selling. For Individual selling, they are the person interested in making a personal purchase.
Lead A prospect that is nurtured through a qualification process. Leads are usually sourced using tradeshows, Web form, or campaigns. Once qualified, they can be converted to a contact or opportunity.
Opportunity A qualified deal that you track, nurture, and manage. Opportunities are the foundation of the sales pipeline, goal attainment, and forecast.
Quote A quote is created for each product that is priced for a business or an individual and their family at a specified effective date.
Quote request A quote request is used to bundle all quotes priced at the same time for a business or an individual. They can contain products from different lines of business, like medical, dental and vision. Quote requests are also used in the application process to support the selection of coverage.
Renewal batch A renewal batch is a collection of renewal requests, typically all for the same month, year, market segment, and territory. It can be run manually or scheduled for specific days of the month.
Broker A broker is a person, either self-employed or working for an agency, who helps companies and individuals getting coverage. Brokers are regulated and licensed by the state and typically get payments or commissions from insurers whose products they sell.
Close Plans Weekly updates summarizing accomplishments for the current week and plans for the coming week.
Activity Capture interactions with customers, such as phone calls, meetings, and co- browse sessions.
Task To-dos for the sales team to follow up on.

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