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            Give Agents a Consolidated View of Household Policies and Claims

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            Give Agents a Consolidated View of Household Policies and Claims

            Configure related lists for the household page layout. Then add the Policy component to the household page to let your agents view all household policies and claims in one place.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            • Ensure that you have created and configured custom record types for individuals and groups.
            • Ensure that group record rollups are enabled and configured for optimal performance.
            1. Give your users access to the Household field on the Claim, Insurance Policy, and Insurance Policy Participant objects.
              1. From Setup, open Object Manager.
              2. In the Quick Find box, enter Claim, then select Claim.
              3. Click Fields & Relationships, and select Household.
              4. Click Set Field-Level Security.
              5. Select Visible for all applicable user profiles.
              6. Save your changes.
              7. Repeat these steps for the Insurance Policy and Insurance Policy Participant objects.
            2. Add the Household Insurance Policies, Household Insurance Policy Participants, and Household Claims related lists to the household page layout.
              1. From Setup, open Object Manager.
              2. Click Account, and select Page Layouts.
              3. Click Account (Household) Layout.
              4. On the palette, select Related Lists.
              5. Drag Household Insurance Policies, Household Insurance Policy Participants, and Household Claims to the Related Lists section on the page.
              6. Save your changes.
            3. Add the Policy component to the household record page.
              1. On a household record page, from Setup, select Edit Page.
              2. Drag the Policy component to the main region on the page. Or, add a custom tab and drag the Policy component to the new tab.
              3. Click anywhere on the Policy component to select it.
              4. In the Properties pane, review the preselected policy KPIs, and change them according to your needs.
              5. 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 household record, the Policies component shows only those policies that the household members own. Selecting participant roles includes even those policies in which the household members are participants but don’t own. For example, if you select the Beneficiary participant role, the list shows the policies that members own and the policies in which members are beneficiaries.
              6. Save your changes.

            See Also

             
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