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          Standard Service Process for Insurance

          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.

          Service agents can launch these service processes and get started with critical customer service operations. Customer community users can directly launch these service processes from a self-service portal and quickly submit their service process requests.

          • Request Insurance Proof Service Process
            ​​With the Request Insurance Proof service process, your customers can request proof of insurance through a straightforward and simplified process.
          • Self-Service
            Customer community users initiate service processes directly from a self-service portal, such as the Insurance Client Portal. When you make the service processes available with a self-service portal, your customers can raise service process requests at any time, from anywhere.
           
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          Salesforce Help | Article