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Work with Insurance for Financial Services Cloud
Discover the information you need and the customizations you can do to fine-tune the Insurance features to best suit the needs of your agents and service reps.
- 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. - Events and Milestones for Insurance
The Events and Milestones component shows life events for a person account or contact record page and business milestones for a business account record page. You can create event types and milestone types, activate or deactivate them, and make them unique. You can hide sensitive event types and milestone types, create contextual actions for events and milestones, and expire events or milestones that are no longer valid. You can change the default icons that represent the event types and milestones. Plus, you can choose the details your users see when they hover over an event or milestone. - 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. - Use the FlexCard–Based Policy 360 Component
In addition to supporting all the capabilities of the Policy Aura component, the FlexCard-Based Policy 360 component supports configuring contextualized fields and actions, searching policies by insured item and policy number, viewing all policies related to an individual irrespective of the role, and creating a high volume of policies up to 500 per account or household. - Create Action Plan Templates for Insurance Objects
You can create action plan templates for the Person Life Event, Milestone, Insurance Policy, Insurance Policy Coverage, and Claim objects. Use the action plan templates to capture repeatable tasks and automatically assign task owners and deadlines. - Considerations for Working with Insurance for Financial Services Cloud
Before you start using the features in Insurance for Financial Services Cloud, review these considerations.
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