Entities
The Policy and Quote entities are added to the horizontal Pega Sales Automation application for Insurance.
| Case | Description |
| Policy | Both Individual (B2C) and Business (B2B) Clients are represented by Accounts. Accounts can have one or more Policies for their Accounts. Policies are of two types: Internal and External (Competitor). You can link policies to opportunities for several reasons, policy) from a competitor, reminder to check in with the Policy holder (client) before a renewal. |
| Quote | Both Individual (B2C) and Business (B2B) Opportunities can store quote information. Quotes are of two types: Internal and External (Competitor). Upon Opportunity close as won or loss, you can select a "winning" quote. |
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