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Insurance Winter '24 Release Notes
Simplify large group quoting and enrollment workflows with new and enhanced Lightning web components. Leverage the flexibility to enroll new hires or terminate policies throughout the contract term. Calculate and view employee and employer contributions during bulk and new hire enrollment. Quickly create relationship graphs for Insurance customers with the help of templates.
- Alert Your Agents When Member Records Require Action
Show alerts for policies and claims on the Insurance Agent Console to notify your customer service representative of changes in the records that require action. For example, show alerts for a customer policy that's due for renewal in less than 30 days. - Analyze the Customer Experience with Your Service Support
Know the current sentiment of an insurance customer based on past engagements with the Contact Center and the sentiment recorded for those engagements. - Complete Large Census Enrollment with an Enhanced Lightning Web Component
Use an intuitive user interface to enroll up to 10,000 members, add more primary members or dependents, and update the plan and coverage selections of members. Get notified when the job starts, finishes, or has errors, and view a list of errors. - Create a Unified Insurance Console for Customer Service Representatives
Use the Insurance Agent Console to provide your customer service representatives (CSRs) a comprehensive view of members' details and activities on one page. CSRs can proactively engage insurance customers and resolve their questions, address their requests, search for relevant knowledge articles, get alerts for related records that need attention, and run actions to resolve customer requests. Track previous interactions on a timeline and check related records. - Create Actionable Graphs for Insurance Customers Quickly with Templates
Save time when creating relationship graphs in the Actionable Relationship Center by using templates. Two new templates give you a head start on building graphs by providing you with pre-configured nodes that show relationships for your Insurance Personal Lines and Insurance Commercial Lines clients. - Enroll New Hires Throughout the Policy Period
You have the flexibility to enroll new census members with a prorated premium payment in the middle of a contract term. - Get a Quick View of a Member’s Profile
Customer service representatives can view an insurance customer’s profile details, such as the customer’s name, address, profile picture, and the related tags on the Insurance Agent Console. - Get Real-Time Calculations of Employee and Employer Contributions for a Policy
See the split between employee and employer contributions while creating policies. Calculations during initial bulk enrollment and new hire enrollment are based on the specified group class of the primary members. - Launch Actions and Resolve Member Requests
Your customer service representatives can use the Action Launcher on the Insurance Agent Console to quickly find and run service actions, such as uploading the documents. - Manage Complex Large Group Quotes with the Large Group Quote Lightning Web Component
Quickly configure group classes, and build, price, and view complex quotes with the large group quoting LWC. - Rate Census Members Efficiently with Large Group Quoting Flows
Give your customers personalized coverages and price plans at the member level with flows. - Show Insurance Customer's Policy Details
Get a consolidated view of all the policies held by the customer on the Insurance Agent Console. You can view the insured item details and participant or beneficiary details with policies grouped by type. Use the search tool to list a specific policy or insured item. - Support Out-of-Sequence Endorsement Across Policy Terms
Perform a backdated change on a policy when one or more future policy versions with an effective date later than the endorsement date exists and automatically apply the change on all future policy versions. External customers can useInsPolicyService:createOutOfSequencePolicyVersionto perform an out-of-sequence endorsement andInsPolicyService:getOutOfSequenceEndorsementStatusto retrieve the endorsement status. - Terminate Policies at Any Time
Terminate policies of the primary members and dependents either individually or in bulk in the middle of a contract. Get notified when the termination is completed and receive a list of errors if termination couldn't be completed. - Verify the Identity of Your Insurance Customer
Use the prebuilt Insurance: Verify Caller Identity flow to verify the identity of inbound calling insurance members or authorized member representatives based on the details they provide against the existing CRM data. - View Insurance Customer’s Engagement Timeline
Use the Engagement Timeline feature to get a chronological view of customer activity. View the past and upcoming interactions and related details. Create an engagement interaction when a member or member’s authorized representative contacts the customer service representative. The events help agents enhance information retrieval, understand the historical context, and have contextual and concise communication with customers and prospects. - Invocable Actions Added for Insurance Winter '24
Use the new invocable actions for Insurance. - Services for Insurance Winter '24
Explore new services and updates to existing services in Winter '24.
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