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            Considerations for Agentforce for Financial Services: Insurance Service Assistance

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            3. Financial Services Cloud Admin Guide

            Considerations for Agentforce for Financial Services: Insurance Service Assistance

            To use the Insurance Service Assistance agent template, consider supported functionality, usage, limitations and allowances, limits, and other issues.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions

            Insurance Service Assistance Agent Template Language and Locale Support

            The Insurance Service Assistance agent template supports English in these locales:

            Language Locale Code
            English English (United States) en_US

            Large Language Model Support

            The Insurance Service Assistance agent template supports these models:

            Model
            OpenAI and Azure OpenAI GPT-4o (GPT 4 Omni)

            Einstein Trust Layer Service Support

            The Insurance Service Assistance agent template supports the Trust Layer services supported by the Agentforce Employee Agent type.

            Usage Types Billed By Insurance Service Assistance Agents

            The Insurance Service Assistance agent uses generative AI and Data Cloud to ingest, store, and process data. You’re billed in these categories when you use Insurance Service Assistance. Before deployment, work with your Salesforce account team to confirm license availability and plan credit usage.

            Feature Limitations

            If your org doesn't have multi-currency enabled, Insurance Summarization provides amounts in the currency specified in the Currency Locale field. If your org has multi-currency enabled, Insurance Summarization provides amounts in the currency specified in the Corporate Currency field.

             
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