Loading
The online Trailblazer Community becomes read-only Oct 30, 2026Read More
Important Advisory: iOS Update Impacting CG Mobile ApplicationRead More
Insurance
Add Coverages to an Asset or Participant

Add Coverages to an Asset or Participant

Add coverages under an asset or participant to define the insured risks.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions where Insurance Brokerage is enabled
User Permissions Needed
To create an insurance policy: FSC Insurance, Insurance Brokerage Foundation Insurance Brokerage Policy Management, and Insurance Brokerage Policy Management User Advanced
  1. Open the insurance policy asset or participant and go to Insurance Policy Coverages related list, and click New.
  2. Enter the coverage details. Coverage Name, Insurance Policy, and Standard Premium are mandatory.
  3. Save the coverage.
    Coverages inherit the policy effective dates for premium calculation.
 
Loading
Salesforce Help | Article