Property & Casualty Applications and Portals

The Property & Casualty Application includes the following applications:

• Vlocity Insurance

  For insurance company customer service reps internal to the insurance provider, such as underwriters and reps who directly assist brokers.

  In this application, users can create and modify quotes and policies, both via OmniScript flows and the LWC-based Quote UI.

• Vlocity Service Console

  For call center representatives who must access and modify customer or policyholder information while working directly with customers.

  In this application, the Industry Service Console fires when a call center rep contacts a customer. The call center rep can see information about the customer and their policy information. The call center rep can have access to walk through endorsement (MTA) and claim FNOL OmniScripts.

• Vlocity Adjuster Dashboard

  For Claims Adjusters, who use both the Salesforce features on the Dashboard and the LWC-based Vlocity Adjuster Workbench to work with claims.

• Vlocity Administration

  For admins who need access to all the features and functionality of Vlocity Insurance.

  This application includes complete access to all components of the Property & Casualty Application Suite.

In addition, these portals are part of the Property & Casualty Application. They’re available out-of-the-box from the unmanaged insurance package and are already set up in your Property and Casualty Application org.