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Use CRM Analytics for Insurance (Managed Package)
The insurance-specific analytics for Financial Services Cloud (FSC), a comprehensive set of CRM Analytics dashboards, offers insurance executives and managers insights into their book of business and identifies opportunities to improve sales.
The CRM Analytics templates are:
- For FSC Insurance:
- Analytics for Insurance template
- Einstein Discovery for Insurance Analytics template
- FSC Insurance Analytics Fast Start template
- For FSC Vlocity Insurance:
- Insurance Claims and Policy Analytics template
- Policy Renewal Prediction template
Analytics for Insurance
The Analytics for Insurance app gives agents and managers insights on their sales performance, team’s performance, leads and opportunities. Agents can grow written premiums by using app dashboards to segment the customer base and get insights on upsell/cross-sell opportunities.
For complete deployment instructions, see Deploy Tableau CRM for Financial Services
For more information on Analytics for Insurance dashboards, see Use Analytics for Insurance.
Einstein Discovery for Insurance Analytics
The Einstein Discovery for Insurance Analytics app gives smart insights on the likelihood of policy renewals.
You can create and use Einstein Discovery for Insurance Analytics App only if the Financial Services Cloud managed package is installed in Salesforce. For complete deployment instructions, see Deploy Tableau CRM for Financial Services.
For more information on Einstein Discovery for Insurance Analytics app, see Einstein Discovery for Insurance Analytics Dashboards.
FSC Insurance Analytics Fast Start
The FSC Insurance Analytics Fast Start app gives the Financial Services Cloud customers a quick way to apply the power of CRM Analytics to the data in their Book of Business. Use the FSC Insurance Analytics Fast Start dashboards to analyze the Book of Business and identify cross-sell opportunities in the existing customer base.
For complete deployment instructions, see Deploy Tableau CRM for Financial Services
For more information on FSC Insurance Analytics Fast Start dashboards, see Use FSC Insurance Analytics Fast Start (Managed Package).
Insurance Claims and Policy Analytics
Insurance Claims and Policy Analytics app gives you actionable insights to effectively manage your claims, quotes, and policies.
Insurance Claims and Policy Analytics app is available only to Vlocity users. To give integration users access to all the fields that are used in the Insurance Claims and Policy Analytics app, assign the integration user with the Vlocity Insurance license. For complete deployment instructions, see Deploy Tableau CRM for Financial Services.
For more information on Insurance Claims and Policy Analytics dashboards, see Use Insurance Claims and Policy Analytics.
Policy Renewal Prediction
The Policy Renewal Prediction app gives you smart insights on the likelihood of policy renewals. With the dashboards, you can identify the policies that need attention and devise strategies to retain customers.
Policy Renewal Prediction app is available only to Vlocity users. To give the integration users access to all the fields used in the Policy Renewal Prediction app, assign the integration user with the Vlocity Insurance license.For complete deployment instructions, see Deploy Tableau CRM for Financial Services.
For more information on Policy Renewal Prediction dashboards, see Use Policy Renewal Prediction.
- Use Analytics for Insurance (Managed Package)
Analytics for Insurance dashboards give insurance agents and managers a complete customer intelligence solution. - Use FSC Insurance Analytics Fast Start (Managed Package)
The FSC Insurance Analytics Fast Start app is a quick stop for agents and managers to get insights into their book of business and to identify opportunities to improve sales. The dashboards provide accurate insights on the historical trends of Policies and Gross Written Premium over time. The dashboards also provide insights to identify opportunities to cross-sell policies to existing customers based on KPIs such as Gross Written Premium, Policy Type, Tenure, and Life Events. - Use Analytics for Vlocity Insurance (Managed Package)
CRM Analytics for Vlocity Insurance includes the Insurance Claims and Policy Analytics app and Policy Renewal Prediction app. Use the Insurance Claims and Policy Analytics app to get actionable insights into claims management and policy administration. With the Insurance Claims and Policy Analytics dashboards, claim handlers and producers can prioritize tasks, claims, quotes, and policies that need immediate attention to improve customer satisfaction.
