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
          Commercial Quoting for Insurance Application Suite

          Commercial Quoting for Insurance Application Suite

          All new commercial products and a business process in the Lex Console to create commercial quotes and rate them.

          Where: This feature is available in the Insurance Application Suite under Property and Casualty Application.

          Why: Commercial products often have complex product structures incorporating multiple products and multi-level insured item hierarchies with pricing enabled at each level of the hierarchy. Use the Lex Console to run our guided flow that uses out-of-the-box LWCs to add products, rate, and reprice them to create your quotes.

          How: This feature is auto-enabled in the reference org that you can request for the Property & Casualty business app. We've added new commercial products for Essential Business, Commercial Auto, and General Liability.

          Commercial quoting is based on an OmniStudio OmniScript that you can find under:

          • Type/Subtype: InsCommercial/QuoteCreation

          • OmniScript Name: Commercial Quote Creation

           
          Loading
          Salesforce Help | Article