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Use Data Processing Engine Definitions for Insurance
To help sales users define their actionable lists for extended outreach, use the predefined insurance data processing engine definitions.
Where: This change applies to Lightning Experience in Professional, Enterprise, and Unlimited editions with the Insurance Industries managed package.
Why: Enables targeted customer outreach for sales, retention, and quote-to-policy conversion.
How: From Setup, in the Quick Find box, enter Data Processing Engine, and then select Data Processing Engine. Customize the predefined DPE job templates to support the type of actionable lists your users need, or create your own templates Here's the list of predefined insurance data processing engine definitions:
- New Sales
- Policy Renewals
- Open Claims
- Lapsed Policies
- High-Value Customers
- Customer Retention Offers
- Industry-Related Policies
- Life Event Updates
- Insurance Policy Assets
