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Use Analytics for Vlocity Insurance (Managed Package)

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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.

Required Editions

Available for an additional cost in: Enterprise, Performance, and Unlimited Editions where Financial Services Cloud for Insurance is enabled and Vlocity Insurance is installed

Note Insurance Claims and Policy Analytics is available at an extra charge for Vlocity customers with Financial Services Cloud Basic or Standard licenses and the FSCAnalyticsPlus (CRM Analytics for Financial Services) license. For complete deployment instructions, see Deploy Tableau CRM for Financial Services

Insurance Claims and Policy Analytics Dashboards (Managed Package)
Insurance Claims and Policy Analytics dashboards give you actionable insights to effectively manage your claims, quotes, and policies.
Key Performance Indicators (Managed Package)
Learn the definitions and calculations of key metrics shown in Insurance Claims and Policy Analytics.
Use Policy Renewal Prediction (Managed Package)
The Policy Renewal Prediction app, with its Einstein Discovery-powered dashboards, gives you intelligent insights on the likelihood of policy renewals. With these smart predictive analytics, you can quickly identify the customers who are unlikely to renew their policy and devise strategies to improve renewals.

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