When your reps quote a non-insurance product, the Revenue Management workflow applies—with quantity-based pricing and external tax—and quotes convert into contracts and orders. When they quote an insurance product, the Digital Insurance workflow applies—with risk-based rating, premium proration, and internal tax and fee calculation—and quotes convert into policies. Both workflows exist in the same org and apply based on the quote type.
Where: This change applies to Lightning Experience in Enterprise and Unlimited editions with Digital Insurance and Revenue Management.