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            Customize the Insurance Agent Console Home Page

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Customize the Insurance Agent Console Home Page

            By default, the Insurance Agent Console app’s home page shows various performance metrics and report charts. You can choose which metrics and charts to show based on your users’ needs.

            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. Click anywhere on the Insurance Agent Performance Metrics component to select it.
            3. In the Properties pane, choose up to five metrics to show on the home page.
            4. Click anywhere on the Insurance Agent Performance Reports component to select it.
            5. In the Properties pane, choose up to four charts to show on the home page.
            6. Click anywhere on the Insurance Agent Action Items component to select it.
            7. In the Properties pane, choose up to four metrics to show on the home page.
            8. Select a time period.
              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.
            9. Save your changes.
            10. In the Page Saved dialog, click Activate. Or, click Activation on the home page.
            11. On the APP AND PROFILE tab, click Assign to Apps and Profiles.
            12. In the wizard, select Insurance Agent Console, select the appropriate profiles, and then click Save.

            Here’s what the Insurance Agent Console home page looks like.

            Policy Component
             
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