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Insurance Winter '23 Release Notes
Boost quote turnaround and simplify insurance policy administration with enhanced rules and simplified rating sets for coverages and insured items. New Lightning web components streamline Group Benefits quoting and enrollment processes. New services and objects support claim recovery and workers' compensation management.
- Build Complex Commercial Quotes
New and enhanced Lightning web components help users configure, reprice, and navigate complex commercial quotes with multi-level insured item relationships and coverages. - Create Business Processes to Manage Claim Recovery
Use the Claim Recovery object in the Salesforce data model along with newInsClaimService: getClaimRecoveriesandInsClaimService: createUpdateClaimRecoveriesservices. An end-to-end process maintains a complete history of claim recovery efforts and shows how recoveries affect overall financial exposure over time. - Customize Views of Claim Participants Based on Roles
Help claims adjusters focus on what's important for each person or party involved in a claim. Show unique fields and actions for drivers, passengers, repair shops, and other participant roles. - Fine-Tune Automated Processes with Flexible Underwriting Rules
Apply underwriting rules to specific types of insured items or parties in a quote or insurance policy. Trigger unique messaging and actions based on whether each rule passes or fails. - Get a Fuller Picture of Quote Version History
In the Insurance Quote Commercial Lightning web component, when you compare versions of a quote, the side-by-side view now shows details for multi-root quotes and additional levels of insured item coverages. - Manage Workers' Compensation Claims with New and Changed Objects
Track claimant earnings that are used to calculate compensation, establish recurring payment schedules, and track formal progress toward someone's return to work with party certified capacity. - Rate Products with Complex Pricing Structures
Use simpleruserInputsfor products with multiple rating procedures in the product hierarchy or multiple specs in any level of the hierarchy. - Refine Processes with Rating Procedures for Multi-Level Products
Create accurate quoting and rating processes with Rating Procedures at the parent, child, and grandchild insured item levels. Use simplified rating sets to rate coverages and insured items at a more granular level. Rating Procedures use Calculation Matrices, Calculation Procedures, Integration Procedures, and a variety of coverage specs and attributes. - See the Impact of Optional Coverage Rule Changes in Real Time
Optional coverage rules now get triggered when editing an insured item or coverage. - Upload and Manage Census Data for Group Benefits Quoting
New Lightning web components in the Salesforce data model show group members, dependents, and plan selections. Validation rules flag exceptions and team members can add and edit data all in one place. The hierarchical tree view helps brokers and insurance carrier administrators browse through large, detailed data sets more efficiently. - Upload Census Data for Group Benefits Enrollment
A new Lightning web component in the Salesforce data model shows group members, dependents, and plan selections. The hierarchical tree view helps brokers and insurance carrier administrators browse through large, detailed data sets more efficiently. - Services for Insurance Winter '23
Explore new services and updates to existing services for Insurance Winter '23 release. - Data Model Updates for Insurance Winter '23
Explore new and enhanced data model objects for this release. - Data Model Updates for Insurance FSC Winter '23
Explore new and enhanced data model objects for this release.
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