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Data model

Updated on October 6, 2021

Pega Sales Automation for Insurance adds Policy and Quote details, and the data model supports both B2B and B2C selling models. B2B selling allows clients to model their prospects and clients as business organizations, accounts, and contacts. For B2C selling, the account/contact structure is simplified for directly selling to individuals and optionally to households. The dotted line shows that you can link a policy to an opportunity. The dotted line in the B2C model shows that there is an indirect link between Policy and Household (goes through the b2c account and its primary insured contact).

B2B selling model

B2B selling model
B2B selling model
B2C selling model
B2C selling model

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