Feature degradation | Gmail Email delivery failure

Insurance

Table of Contents

No results

Here are some search tips

Check the spelling of your keywords.
Use more general search terms.
Select fewer filters to broaden your search.

Search all of Salesforce Help

Example: Quote Transition from Submitted to Approved

You are here:

Example: Quote Transition from Submitted to Approved

This example demonstrates how a Product Admin can configure conditions to transition a quote from Submitted to either Approved or Underwriter Review.

underwriting rule example

To enable the transition from Submitted to Approved, the Product Admin sets up a rule with these conditions on the Auto Vehicle product:

Stage Transition	Product Criteria	Action
Submitted to Approved	Driver Accidents Less than 3 AND Risk Category Equals High	True evaluation: Send Email False evaluation: Move quote to Underwriter Review stage.

Stage Transition

Product Criteria

Action

Submitted to Approved

Driver Accidents Less than 3

AND

Risk Category Equals High

True evaluation: Send Email

False evaluation: Move quote to Underwriter Review stage.

When insurance reps trigger the product underwriting rule:

If the product meets the criteria and satisfies the rule group condition logic, the quote transitions to the Approved stage. The rule triggers the confirmation email to users.
If the product doesn’t meet the criteria, the rule initiates a flow that transitions the quote to the Underwriter Review stage.

Did this article solve your issue?

Let us know so we can improve!