You are here:
Einstein Summary for Insurance
Empower your customer service representatives (CSRs) or captive agents to quickly generate a summary of the information stored in Account or Claim records by using Einstein Summary. The summary provides key details such as the policy name and type, standard premium, coverage details, or claim details. This feature improves operational efficiency and reduces response times. As a result, customer satisfaction increases, leading to better business outcomes.
| REQUIRED EDITIONS |
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited Editions with the required add-ons. |
To view the summary, drag the Einstein Summary component to a record page and configure the attributes. Einstein Summary uses template-triggered prompt flows to retrieve grounding data from object records. The prompt templates used are:
-
Summarize Insurance Account
-
Summarize Insurance Claim
SEE ALSO:
Record Summary Prompt Templates for Insurance
- Einstein Generative AI Add-Ons and Permissions
Users leverage Einstein generative AI in their Salesforce org through supported editions, add-ons, and permissions. - Turn On Einstein Generative AI
To use the Einstein generative AI features to generate a summary from records, turn on the Einstein Generative AI preferences in Setup. - Add an Einstein Summary to a Record Page
Enable your customer service representatives (CSRs) or captive agents to quickly generate a summary of the information stored in Account or Claim records by using Einstein Summary. To use Einstein Summary, add the Einstein Summary component to an Account or Claim record page. - Generate a Summary
Obtain a summary on the Account or Claim record page by using the Generate functionality. The summary includes insurance policy details, active coverages, or claim specifics. This comprehensive overview enhances agent efficiency by reducing time spent in searching for information.
