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Get Started with Agentforce Financial Services for Insurance
Insurance for Agentforce Financial Services (formerly Financial Services Cloud) lets you effectively manage claims and policies, ensure customer satisfaction, and grow your business. Track product performance based on key metrics for policies, quotes, and commissions. Gain insights into claims performance and financial performance to effectively manage expenses and reserves, and write policies that help boost your revenue. Explore a trial org and then learn about what’s included, what setup we recommend, and how to get ready for your implementation.
Use these resources to learn about the features and plan your implementation.
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