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Use Analytics for Insurance (Managed Package)
Analytics for Insurance dashboards give insurance agents and managers a complete customer intelligence solution.
Note CRM Analytics for Insurance is included with CRM Analytics for Financial Services, which is
available at an extra charge for customers with Financial Services Cloud Basic or Standard
licenses and the FSCAnalyticsPlus (CRM Analytics for Financial Services) license. See Deploy CRM Analytics for Financial Services for complete
deployment instructions.
The Analytics for Insurance app powers agents with practical insights on their sales performance and enables them to be more efficient in sales execution. They can grow written premiums by using app dashboards to segment the customer base and get insights on upsell/cross-sell opportunities. And the app powers managers with insights on their team’s performance and what makes the top performers different to help them coach team members.
- Open the app.
-
From the app picker
, select CRM Analytics
Studio to open the CRM Analytics home page.
- Under Browse in the left column, select All Items.
- Select the Apps tab, then click your app to open it. If you can’t immediately find it, consult your Salesforce administrator to find out the name they gave it when creating the app.
The app includes the following dashboards for agents and managers.
- Analytics for Insurance Dashboards for Agents (Managed Package)
Agents start with the Insurance Agent Home dashboard, which is organized into two sections, Understand My Customers and Policies and Grow My Business. - Analytics for Insurance Agent and Sales Manager Dashboards (Managed Package)
Agent managers and sales managers each have their own set of dashboards to help manage the business and build top-performing teams. - Analytics for Insurance Dashboards for Embedding (Managed Package)
Analytics for Insurance includes dashboards that can be embedded in Lightning Experience pages to provide detailed insights on customers, leads, and opportunities. Check with your Salesforce administrator to see if these dashboards have been embedded in your Salesforce org. - Key Performance Indicators (Managed Package)
Learn the definitions and calculations of key metrics shown in Analytics for Insurance dashboards. - Einstein Discovery for Insurance Analytics Dashboards (Managed Package)
The Einstein Discovery for Insurance Analytics dashboards give you intelligent insights on the likelihood of policy renewals and help you maximize renewals.
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