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Give Agents a Consolidated View of Policyholders’ Life Events, Policies, and Claims
Give your insurance agents a 360-degree view of their customers’ life events or milestones, insurance policies, claims, and other important details. Start by cloning an Account record page or creating one. Then add the Policy and Events and Milestones components to the page.
- Create a Custom Account Record Page
To quickly create an Account record page, you can clone an existing one. After you create the page, you can modify it to give agents a customized view of their clients’ records. - Configure Related Lists for Policies, Events, and Milestones
Before you add the Policy and Events and Milestones components to your Account record page, add the components as related lists on the relevant page layouts. To make the lists of insurance policies, claims, events, and milestones available on your custom Account record page, add the lists to the Related Lists sections of the page layouts for the Account, Person Account (if enabled), and Contact objects. - 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. - Activate the Custom Account Record Page
Activate your custom Account record page to make it visible to your users.
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