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            Insurance Summer ‘24 Release Notes

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            Insurance Summer ‘24 Release Notes

            Discover how you can provide your customers with quick access to policy and claim details with the help of the Financial Services Client Portal for FSC Insurance. Use Einstein Copilot for Insurance to help your customer service representatives save time and effort by generating quick record summaries. Gain insights and view customer interactions with marketing emails by using the Engagement Timeline.

            Note
            Note This release is in preview. Features described here don't become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can't guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.
            • Elevate the Self-Service Experience of Insurance Policyholders
              Deliver a superior self-service experience to your policyholders and reduce your operational costs with the Insurance Policyholder Portal. Ensure better control, convenience, and efficiency for your clients through self-service capabilities such as consolidated and detailed views of policies and claims. Insurance policyholders can also upload the relevant documents for their claims.
            • Improve Customer Interactions with Quick Summaries Using Einstein Copilot for Insurance (Beta)
              Save your customer service representatives time and effort by streamlining business tasks with the power of conversational AI. Gain quick customer insights by using AI-generated summaries of Account, Insurance Policy, and Claim records. Einstein Copilot converses in a natural language that you can understand. Access Einstein Copilot on multiple pages and apps.
            • OmniStudio DataRaptor Has a New Name in Insurance
              We've renamed DataRaptor to Omnistudio Data Mapper. You'll see the updated name in the feature name and labels in the OmniStudio designers, documentation, and Trailhead modules. APIs, object fields, signatures, and URLs with dataraptor aren't changed so that your implementations continue to work. The new name appears in Spring '24 release and later.
             
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