Create unique record types for the Quote, Insurance Policy, and Claim objects to use in
Digital Insurance workflows. Use the record types to customize record pages and build custom
automations for Digital Insurance.
Required Editions
Available in: Performance, Enterprise, Unlimited, and
Developer Editions with Digital Insurance, and Insurance CRM or the Insurance
Industries and Insurance Industries Extension managed packages.
The Insurance managed package creates these record types for the Quote and Claim objects.
Object
Record Types
Quote
Quote
Small Group Quote
Large Group Quote
Group Cart
Claim
P&C Personal Lines
For Digital Insurance, create unique record types for the Quote, Claim, and Insurance Policy
objects. Make sure that the record types differ from those that the managed package creates
and any record types that you created for custom workflows with the managed package or
Insurance CRM.
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
