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Insurance
OmniScript Policy Endorsement Flows

OmniScript Policy Endorsement Flows

You can launch all of the following OmniScripts from the following applications, where they can be accessed by the types of users described:

  • Broker Portal (Newport)

    Brokers and agents

  • Policyholder Self-Service Portal (Newport)

    End customers who own insurance policies

  • Interaction Console (Lightning)

    Internal insurance agents and call center reps

  • Vlocity Admin Lighting Experience (Newport)

    • Internal insurance agents

    • Vlocity admins

These OmniScripts now write to the native Financial Services Cloud Insurance Policy object instead of the Asset object. Your insurance policy data is stored on standard Insurance Policy objects using standard fields. For more information, see Financial Services Cloud Integration.

 
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