Loading
Important Advisory: iOS Update Impacting CG Mobile ApplicationRead More
Insurance
Claims Dashboard for Vlocity Insurance Application Suite

Claims Dashboard for Vlocity Insurance Application Suite

Use dashboards to focus on open tasks and claims that need your attention so you can close them quickly.

Where: This feature is available in the Insurance Application Suite under Property and Casualty Application.

Why: Focus on open tasks and claims that need immediate attention so that supervisors and adjusters can complete a smooth and fast settlement to ensure customer satisfaction.

How: This feature is auto-enabled in the Property & Casualty Application Suite org that you can request. Your org comes with the Supervisor and Adjuster dashboards that uses Salesforce Analytics to give you a 360 degree view of tasks and claims that need your immediate attention.

 
Loading
Salesforce Help | Article