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Updated on October 6, 2021

The Policy and Quote entities are added to the horizontal Pega Sales Automation application for Insurance.

PolicyBoth 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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