View Policy Details

Show a consolidated view of all the policies of the customer in your Insurance Agent Console so that your customer service representatives can quickly view the details and assist members efficiently.

You can view these details on the Policy 360° layout:

• Policy details

• Insured item details

• Participant or beneficiary details

• Active and inactive policies

• Policies grouped by type

• Search tools

You can also set up contextualized actions for policies. To learn more about Policy 360° component, see Flexcard-Based Policy 360 Component For Financial Services Cloud.