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            Insurance | Fetch Policies

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            1. Salesforce Help
            2. Docs
            3. Quickstart Your Einstein Generative AI Solution

            Insurance | Fetch Policies

            Retrieves a list of active insurance policies for proof of insurance requests.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions
            Permissions Needed
            To use Financial Services Cloud:

            Financial Services Cloud Extension

            OR

            FSC Foundation

            OR

            FSC Sales

            OR

            FSC Service
            To use Insurance Service Assistance: Einstein for Financial Services user permission
            See Common User Access for Standard Agent Actions.

            Action Details

            API Name FetchPolicies
            Reference Action Type Standard Action
            Does this action execute one or more prompt templates? No
            Required Setup Agentforce for Financial Services: Insurance Service Assistance
             
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