Add Policy and Events and Milestones Components to Your Account Record Page
Add the Policy and Events and Milestones components to your custom Account record page
to give agents a consolidated view of their customers’ life events or milestones, insurance
policies, claims, and other related details.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited
Editions
From Setup, in the Quick Find box, enter App Builder, and then
select Lightning App Builder.
In the Lightning Pages list, click Edit next to your Account
record page.
Drag the Events and Milestones component to the account
summary.
Create a custom tab. Give it an appropriate label. For example, name it
Policies.
Drag the Policy component to the new tab.
Click anywhere on the Policy component to select it.
In the Properties pane, review the preselected policy KPIs, and change them according
to your needs.
In the Properties pane, under Choose Participant Role, click
Select, and then select the appropriate participant roles.
By default, no participant role is selected. As a result, when an agent views a user’s
record, the Policies tab shows only those policies that the user
owns. Selecting participant roles includes policies in which the user is a participant but
doesn’t own. For example, if you select the Beneficiary participant
role, the list includes the policies in which the user is a beneficiary.
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