You are here:
Business Owners Quote Business Process
We've created a quote business process for Business Owners for you to examine, use as examples, and extend to create your own business processes for business insurance in Vlocity.
Our screenshots are currently in Lightning style. Your spin may look different because it's using the Newport style in the Broker Portal and Customer Portal.
In Business Owners Policy, you can create new quotes in two ways:
-
Using the Quote OmniScriptBusiness Owners Quote OmniScript Flow
The quoting flow for Business Owners' insurance is run by the BOP Quote OmniScript. Depending on the user, this OmniScript from be launched from different applications.
-
From the Quote lightning record pageBusiness Owners Quote UI Flow
You can create and modify quotes directly on the Quote UI (also called the Lex Console), which is built with Lightning Web Components.
- Business Owners Quote OmniScript Flow
The quoting flow for Business Owners' insurance is run by the BOP Quote OmniScript. Depending on the user, this OmniScript from be launched from different applications. - Business Owners Quote UI Flow
You can create and modify quotes directly on the Quote UI (also called the Lex Console), which is built with Lightning Web Components.
