Encontre e compare rapidamente os planos de seguro certos, receba recomendações conduzidas por IA e gere cotações precisas em um fluxo aprimorado. Economize tempo, reduza o esforço manual e faça propostas melhores e mais rápidas para os clientes.
Edições obrigatórias
Disponível em: Lightning Experience
Disponível em: Edições Enterprise e Unlimited com licenças de complemento Health Cloud, Digital Insurance e Agentforce para Health Cloud
Comparar planos de saúde e gerar cotação Para criar uma cotação usando o fluxo de cotação guiada, abra o registro de cotação e inicie a ação Criar cotação de seguro do grupo.
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