Extend Insurance

In addition to the solution-oriented features you get with Insurance, you can also design and implement your own solutions to meet the business needs of your organization. Here's a set of Salesforce features you can use to extend your Insurance implementation.

• Actionable Relationship Center (ARC) in Insurance
  Actionable Relationship Center (ARC) lets you view your insurance customers' relationships in an easy-to-navigate graph. ARC helps you understand relationships among people and businesses by presenting them in interactive components.
• Data Processing Engine Definitions for Insurance
  Data Processing Engine helps you transform data that’s available in your Salesforce org and writes back the transformation results as new or updated records. You can transform the data for standard and custom objects using Data Processing Engine definitions. After you set up a Data Processing Engine, you can use a flow to run it.
• Einstein Generative AI for Insurance
  Bring the power of generative AI to your insurance business with Einstein.
• Insurance Policyholder Portal
  With Experience Cloud, you can personalize the digital experience for your policyholders. Make it easy for policyholders to access their policies and take quick actions, as needed.
• Insurance Service Excellence
  Orchestrate every part of the service experience and provide meaningful, personalized interactions to your customers from a unified console. The Insurance Agent Console ties together powerful components that elevate the productivity of customer service representatives (CSRs) and present a 360-degree view of the customer. The console can help CSRs quickly resolve customer cases, proactively address issues, and take advantage of upsell opportunities.
• Standard Service Process for Insurance
  Implement and execute effective service processes for customer satisfaction. To build service processes and configure integrations with external systems is a time-consuming and complex task.