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FlorianB1448 Member since 2019 1 post
W&W Informatik GmbH
Posted: 7 months ago
Last activity: 5 months ago

Multiple Winning Quotes in Sales Automation (for Insurance)

Currently, Sales Automation 7.31 offers only one Quote to mark as winning quote. All other quotes will be closed automatically.

Some of our (future) use cases will use the construct of combining quotes. That means, that for example in the insurance part, we will be offering bundles to customers, where the customer can decide, which single tariff to bundle. Another use case is in home loans: in many cases, we try and offer home loans (credits for building) and additionally products on savings.

In all cases, the quotes will be calculated in different calculators and we show them in Sales Automation as different quotes.

So for us, multiple quotes in the end can be “winning”.

Pega Sales Automation for Personal Insurance Insurance
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