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Insurance
Create a Product Catalog for Digital Insurance

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Create a Product Catalog for Digital Insurance

Define your product offerings in Product Catalog Management with product catalogs. Catalogs enable efficient organization and management of all the products your business offers.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions of Revenue Cloud
  1. Create a product catalog to organize your insurance products. For example, you might have separate product catalogs for auto, home, and pet insurance products. See Create a Catalog.
  2. Create product categories to segment and manage your products. For example, within an auto insurance catalog, you might have categories for commercial and personal insurance products. See Create Catalog Categories and Subcategories.
  3. Assign the products in your offering to the appropriate categories. See Assign Products to Catalog Categories in Revenue Cloud.
  4. To make product and product category data available to your international users in their language, set up data translation. See Set Up Data Translation in Product Catalog Management.
 
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