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Insurance Winter ‘25 Release Notes
Easily copy custom fields from canceled to new policy versions by using the enhanced InsPolicyService:createOutOfSequencePolicyVersion. Offer more flexible insurance policies with durations shorter than a year to meet diverse customer needs. Boost and streamline your customer experience with the Request Insurance Proof service process. Use Einstein Summary to quickly summarize account and claim records to help your customer service representatives work more efficiently.
- Efficiently Summarize Account and Claim Records
Customer service representatives (CSR) can generate quick and accurate summaries of Account and Claim records by using Einstein Summary. The record summaries equip CSRs with the essential information they need, leading to faster response times to customer queries. - Handle Custom Fields During an Out-of-Sequence Endorsement
Use the enhanced InsPolicyService:createOutOfSequencePolicyVersion service to configure and copy custom fields from canceled policy versions to new policy versions. This update makes sure that there's data consistency across policy versions for the out-of-sequence endorsement transaction. - Manage Policies with Durations of Less Than a Year
Insurance carriers can expand their businesses by issuing policies with durations of less than 365 or 366 days. This change also supports endorsements, cancellations, renewals, reinstatements, and out-of-sequence endorsements on original policy versions with durations of less than a year. - Process Proof of Insurance Requests by Using Service Process Studio
Save time and increase customer satisfaction by simplifying the process for requesting insurance proof with the Request Insurance Proof service process. Customers can independently request proof of insurance through self-service portals, or service agents can start the request for them.
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