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Insurance Summer '22 Release Notes
Take advantage of commercial lines with commercial quoting and policy management. Simplify renewal setup with dedicated services for seamless policy renewals. Manage claims more efficiently with improved workflows and user experiences. Route work to teams with claims routing and tracking enhancements. Get one unified data model for all carriers with the updated Group Insurance data model.
- Add All Types of Claim Participants Directly to Claims
Add any claim participant to a claim regardless of the participant’s role or involvement. This includes auto body shops, physicians, and other claim participants that aren’t associated with any of the claim’s involved items. Add these claim participants using the same service you use to create and update claims. - Apply Policy Limits Directly to Claimed Amounts
Streamline claims processing by automatically applying currency limits to claimed amounts. Don’t wait until the payment processing stage to find out a claimed amount exceeds the limit. Configure your system to adjust the claimed amount upfront instead. Adjusting claimed amounts directly leads to smoother payment processing and a faster resolution of claims. - Configure Grandchild Insured Item Coverages
Add and configure coverages at the grandchild level to create custom quotes and policies for your customers that give them all the coverage that they need—and nothing that they don't. - Gain Insight into the Financial Impact of Claim Recoveries
Give team members a quick view of pending and actual claim recoveries and how claim recoveries impact overall financial exposure. Along with claim recovery data, financial summaries provide clearer views of payments and reserves by using industry-standard categorizations of paid and pending amounts. - Group Benefits Data Harmonization
We've updated Vlocity Health and Vlocity Insurance to let you move from the Vlocity Group Benefits object model to the Group Benefits Standard object model. From Summer '22 onwards, the shared data model is available for Financial Services Cloud and Health Cloud. Your group benefits data is stored on standard group benefits objects using standard fields. - Keep Track of Claim Team Member Roles
Team members play many roles as they process claims, including claim owner, claim administrator, claim supervisor, and special investigator. Track who’s doing what with the Claim Team Member object. - Manage Complex Quotes and Policies with Commercial Quoting and Commercial Policy Lightning Web Components
Your users can easily view, configure, reprice, and navigate complex quotes and policies with multi-level insured item relationships and coverages with the commercial quoting and commercial policy LWCs. - Route Claims to the Appropriate Team Members
Take the guesswork out of assigning tasks to claim team members. Use skills-based and queue-based routing for claims, claim coverages, claim recoveries, and payment requests. - Save Time While Adding Involved Items to a Claim
Adding involved items to a claim is easier than ever. Users choose from a list of items or vehicles covered by the policy. Information such as vehicle make and model are entered for them. Users enter only the details that are specific to the claim, such as the vehicle damage caused by an accident. When editing a claim item, the make, model, and other values from the policy are read-only. - Services for Insurance Summer '22
Explore new services and updates to existing services for this release. - Data Model Updates for Insurance Summer '22
Explore new and enhanced data model objects for this release. - Data Model Updates for Insurance FSC Summer '22
Explore new and enhanced data model objects for this release. - Document Generation For Vlocity Insurance Summer '22
Salesforce Industries Document Generation enables businesses to create and maintain accurate documents associated with standard objects such as contracts, opportunities, orders, quotes, and custom objects. This section describes the key features and enhancements for Document Generation for Vlocity Insurance and Vlocity Health in this release. - Vlocity Insurance Application Suite Summer '22 Release
These release notes provide details about the changes in the Summer '22 release of Vlocity Insurance Application Suite.
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