In Pega Sales Automation for Healthcare 8.7, two types of leads are available: individual and business. You can convert an individual lead into an individual opportunity or a Medicare opportunity.
The following table presents the lead and opportunity types available in Pega Sales Automation for Healthcare 8.7:
Lead and opportunity types
|Individual||Plans for individuals and their family members|
Healthcare plans that can be purchased by individuals from private payers
|Plans that supplement U.S. Government plans for qualified Individuals|
Healthcare plans that can be purchased by individuals who are U.S. citizens or lawfully present in the U.S. and have Medicare Part A and Part B. These individuals can purchase plans from private payers approved by the U.S. Government for things like prescription medications.
|Business||Plans for Small Groups||Healthcare plans for groups with fewer than 100 employees or members|
|Plans for Large Groups||Healthcare plans for groups with more than 100 employees or members|
For more information, see Leads and opportunities.
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