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          Quote Business Process

          Quote Business Process

          We've created a bunch of business processes for you to examine, use as examples, and extend to create your own business processes for auto insurance in Vlocity.

          All 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 Vlocity Watercraft, you can create new quotes from:

          • OmniScript flow

            Look under the hood of the Watercraft quote process with details of the quote OmniScript.

          • Quote object UI

            Follow a user-friendly workflow and create a quote from the Lex console, which is built with Lightning Web Components.

          • Policyholder site

            Policyholders can follow a guided flow to quickly create quotes for marine insurance.

           
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          Salesforce Help | Article