Create a Quote from the Policyholder Experience Site

Policyholders can follow a guided flow on the policyholder Experience Site to quickly create quotes for Auto, Marine, or Property insurance.

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

Who: This feature is available to your policyholders and can be accessed from the Policyholder Experience Site.

Why: Policyholders now save time and effort to create quotes by following a guided flow. With a few clicks, they can create quotes for auto, marine, or property insurance.

How: This feature is auto-enabled in the reference org that you can request for the Property & Casualty business app.

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

• List name: auto/Quote

• OmniScript Name: Auto Quote