Create a Proof of Insurance Template and Clone the Proof of Insurance Omniscript

Learn how to create a customizable Proof of Insurance template and clone an Omniscript for guided insurance proof requests.

• Verify Omnistudio Settings
  Enable Metadata and disable Managed Package Runtime settings to verify the Omnistudio configuration.
• Create a Proof of Insurance Template
  Create a PDF template with form fields to fill the Insurance proof details that are required for Insurance Proof. These form fields are used by Omnistudio Data Mapper to fill the PDF form.
• Clone and Activate the Proof of Insurance Omniscript
  Clone and activate the FSCIns/RequestInsuranceProof OmniScript. This Omniscript gives your users a guided path for requesting the insurance proof. Use the Omniscript as it is, or customize it to meet the needs of your business.