Loading
Insurance
Table of Contents
Select Filters

          No results
          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
          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 Auto, you can create new quotes from:

          • OmniScript flow

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

          • Quote Lightning 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 Auto insurance.

          • Auto Quote OmniScript
            Look under the hood of the Auto quote process with details of the quote OmniScript.
          • Auto Quote UI
            Follow a user-friendly workflow and create a quote from the Lex console, which is built with Lightning Web Components.
          • Auto Quote from Policyholder Site
            Policyholders can follow a guided flow to quickly create quotes from Auto insurance.
           
          Loading
          Salesforce Help | Article