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Insurance
Add Insurance Policy Lightning Web Component

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Add Insurance Policy Lightning Web Component

Use Lightning App Builder to add the Insurance Policy Lightning web component and configure its settings.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions where Insurance Brokerage is enabled
Note
Note The Insurance Policy Lightning web component data grid includes these default columns: Policy Line Item, Effective dates, Product, Total Standard Amount, Total Term Amount, Standard Tax, and Term Tax
  1. On the Insurance Policy record page, from Setup, select Edit Page.
  2. Add a new custom tab and give your tab a unique, descriptive label.
  3. In Lightning App Builder, drag the Insurance Policy component onto the new tab in the page layout.
  4. To configure the component, select it on the canvas.
  5. Select the Show side panel when the user selects a policy line item.

    This setting is selected by default. If you disable this setting, the side panel doesn't appear when a user selects a policy line item. Instead, the user is redirected to the line item record page.

  6. Select the side panel fields for Insurance Policy, Policy Asset, Policy Coverage, and Policy Participant.

    You can choose from both standard and custom fields for each policy line item. By default, users see predefined fields. If you configure or modify the side panel fields, your selected fields replace the predefined fields.

 
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