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Insurance Policies and Claims
Depending on the page it’s added on, the Policy component shows an account’s or household’s policies, claims, and other related details. You can add multiple instances of the Policy component on an account or household page and customize each instance to show a different set of information.
- Set a Custom Title for the Policy Component
You can change the default title of the Policy component to a custom title that best indicates the information you choose to display. - Show the Most Relevant Policy and Claim Details on the Policy Component
The Policies component shows policies and claims to help agents plan their day-to-day work, stay on top of their targets, and better serve their clients. You can choose which policy fields to show on the Policy component by customizing the Insurance Policies related list on the account page layout. You can choose which claim fields to show on the Policy component by customizing the Claims related list on the insurance policy page layout. - Choose the Policy and Claim Details to Show on Hover
When you hover over a policy or claim on the Policy component, an expanded lookup card displays the key fields from the policy or claim record. You can customize the associated compact layout and choose the fields that you want to show in the expanded lookup card. - Show All Policies or Only Owned Policies
On a business account or person account page, by default, the Policy component shows only the policies that the client owns. It doesn’t show the policies in which the client is a participant. Similarly, on a household page, the Policy component shows only the policies that the household members own. It doesn’t show the policies in which household members are participants. - Expand or Collapse Policy Types by Default
On account record pages, policies are grouped by policy types. You can determine whether the policy types are expanded or collapsed when an account record page loads. - Show a Policy’s Parent and Child Policies
Enable policy hierarchy to give agents easy access to a policy’s parent or child policies right from the list of policies on the client record page. It’s easier for agents to track policies with a hierarchical view available at a glance. - Filter Policies by Policy Type
When you add multiple instances of the Policy component on a page, you can show different details on each instance. For example, you can show a different set of policy types on each instance by including or excluding policy types. When you exclude a policy type, those policies no longer appear in the list of policies or in any policy-related metrics on the Policy component. - Set Policy Type Order
You can customize the policy type display order on the Policy component. For example, you can keep the most popular or frequently used policy types at the top of the list. By default, policy types appear in alphabetical order. - Filter Policies by Policy Record Type
When you add multiple instances of the Policy component on a page, you can show different details on each instance. For example, you can show a different set of policies on each instance by including or excluding policy record types. When you exclude a policy record type, those policies no longer appear in the list of policies or in any policy-related metrics on the Policy component. - Hide Policies’ Related Claims
Hide the claims list for policies that you don’t want to show or when you don’t have the data. For example, you can have two instances of the Policy component on the policyholder record page—one for your policies and another for your competitors' policies. Hide the claims list for competitors’ policies because it’s not relevant for your agents. - View an Account’s or Household’s Claims History
Agents can use the All Claims link on the Policy component to view the claims associated with an account or household. The link shows all claims from all policies regardless of claim status or policy owner. - Map Insurance Policy Status Field Values to Inactive
Your users can choose from a variety of Status values on an insurance policy. Many of these values mean that the policy is inactive. For each of these Status values, select the Inactive checkbox to map the value to Inactive. - Map Claim Status Field Values to Closed
Your users can choose from a variety Status values on a claim. Many of these values mean that the claim is closed. For each of these Status values, select the Closed checkbox to map the value to Closed. - Define Custom Link Texts for the List of Policies or Claims Link
Help insurance agents easily navigate to clients’ policies and claims. You can change the default link texts and craft custom link texts. For example, you can use localized labels to suit agents’ needs. - Work with Quick Actions on Policy Records
Insurance agents can accomplish different policy-related tasks without switching tabs. They can invoke standard and custom quick actions on policy records from within the Policy component. - Show Related Records from Multiple Policy-Related Objects
Give insurance agents a comprehensive view of clients’ policies and claims. Financial Services Cloud enhancements show more detailed information. You can customize the Policy component to add an Insurance Policy Assets object as a related list for each policy record. Previously, you could add only the Claims object as a related list for policy records. The component displays the related records from these objects on separate tabs. - Show Policy-Related Details in an Enhanced Related List
In the Policy Standard Component, when you enable the Enhanced Related List option, you can now show up to 10 columns, resize and sort columns, perform mass actions, and wrap text in the related list of the policy. By default, the Policy component uses the Basic Related List type to show policies’ related list. - Filter Policies to See Only Inactive Policies
Insurance agents need insights on clients’ inactive policies to better serve them. To enable better client service, the Policy component shows all inactive policies. - Path Settings for Insurance Policy and Claim Objects
Path is available for insurance policies and claims. You can set up paths for these objects. - Configure Alerts for Policies and Claims
You can push alerts on clients’ policies and claims from your core policy management system. Alerts appear when an agent views a client’s policies or claims on the account page. - Use Custom Icons for Policy Types
You can change the default icon associated with a policy type. Upload an SVG file to replace the icon.
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