Renewals workflow
Follow the renewals workflow to initiate and process renewals in Pega Sales Automation for Healthcare to renew contracts when their end date approaches.
Pega Sales Automation
Implementation Guide
Complete the renewals workflow to initiate and process
renewals:
- Configure renewals for Pega Sales Automation for Healthcare.
- Map expiring healthcare plans to new plans.
- Create a Renewal Batch case in the User portal.
- Fix mapping errors, if old plans do not map correctly to new plans.
- Process Quote Request cases.
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