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            Add the Insurance Agent Action Items Component to the Console Home Page

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            3. Financial Services Cloud Admin Guide

            Add the Insurance Agent Action Items Component to the Console Home Page

            The Insurance Agent Action Items component gives agents an at-a-glance view of payment-due policies, policies up for renewal, open claims and cases, unread leads, and open opportunities. Add the component to the Insurance Agent Console app’s home page.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. On the Insurance Agent Console home page, from Setup, select Edit Page.
            2. Drag the Insurance Agent Action Items component to the highlights panel or the side panel.
            3. Click anywhere on the Insurance Agent Action Items component to select it.
            4. In the Properties pane, choose up to four metrics to show on the home page.
            5. Select a time period.
              Insurance Agent Action Items
              Note
              Note The time period that you select applies to only policy-related metrics. Other metrics related to cases, claims, leads, and opportunities display the total count irrespective of the time period.
            6. Save your changes.
             
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