Insurance (Standard)

Explore setup, features, and extensibility options for Insurance solution.

Use these topics to learn how to set up your org, enable insurance-specific features, and extend functionality through supported tools and APIs.

• Insurance Coexistence
  Use Digital Insurance alongside the Insurance managed package or Insurance CRM in your existing org. Launch new products faster by using Digital Insurance while you manage existing products, quotes, policies, and claims as before without immediately migrating them. Segregate the transactional data, metadata, and automations based on the originating solution even with shared data model objects. Avoid the administrative burden of managing separate orgs for each insurance solution and the related complexity in user management and reporting.
• Set Up Digital Insurance
  Define the insurance products that you sell to customers, including their classifications, categories, and attributes. Create customized price adjustment methods and pricing procedures. Define rules that determine how your products behave when they're quoted, sold, and serviced.
• Use Digital Insurance
  Create quotes and then issue and service insurance policies.
• Explore Claims Management in Digital Insurance
  Configure claim products and design the first notice of loss intake processes for your users. Provide claims adjusters with a unified view of claims and financial information, helping them effectively evaluate and process claims. Implement financial controls and automate the entire processing workflow with APIs and workflow rules.
• Explore Group Benefits in Digital Insurance
  Effectively manage the insurance plans offered to groups, such as employees and their dependents, by using the Group Benefits feature on the Digital Insurance platform. Simplify the Group Benefits workflow through a unified platform for all processes, including census management, quote configuration and pricing, contract creation, and enrollment.
• Transfer Setup Data Between Orgs
  Copy setup data from one org to another with the Transfer Setup Data plug-in for Salesforce CLI. The plug-in preserves record hierarchies and relationships, so you can promote configurations from sandbox to production without manually recreating and relinking records.