Skip to main content

         This documentation site is for previous versions. Visit our new documentation site for current releases.      

Remarket process

Updated on May 7, 2021

Sales rep and sales manager can create a remarket opportunity from an external policy, if they want to compete and win the contract the following year.

Pega Sales Automation Implementation Guide Pega Sales Automation Implementation Guide Pega Sales Automation Implementation Guide
External policies
External policies are policies that your prospects or customers have purchased from other insurance carriers. External policy information is customer-reported.
Note: Remarket opportunities are also available in the Pega Sales Automation mobile app.

Creating remarket opportunities

  1. Choose an expiring external policy that you wish to renew.
    1. To do that, in the User portal navigation pane, select Accounts.
    2. Go to the client or organization account profile and open the Policies tab.
    3. In the Policies tab, select one of the expiring external policies that you wish to renew and open the policy properties page.
  2. In the policy properties page, click on Edit.
    Edit policy dialog box
  3. Select Create remarket opportunity? check box and click Submit.

Remarket process properties

  • You can create a remarket opportunity at any time, even when the external policy is not expiring soon.
  • B2C external policies that are expiring soon appear in the customer advanced search results.
  • The next best action for remarketing (Compete at renewal) appears on your dashboard, when external policies expire in the upcoming X days and the number of days is configured as xPolicyExpiryDayRange dynamic system setting.
  • You can manage remarket functions in Outlook, using the Pega Sales Automation for Insurance add-in.

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

Did you find this content helpful?

Want to help us improve this content?

We'd prefer it if you saw us at our best. is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us