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            Einstein Discovery for Insurance Analytics Dashboards (Managed Package)

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            3. Financial Services Cloud Admin Guide

            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.

            Required Editions

            Important
            Important You can create and use the Einstein Discovery for Insurance Analytics App only if the Financial Services Cloud managed package is installed in your Salesforce org.
            Available for an extra charge in Professional, Performance, and Unlimited editions that have Financial Services Cloud for Insurance enabled and the Financial Services Cloud managed package installed.
            Note
            Note If the Einstein Discovery for Insurance Analytics app isn’t available in your org, direct your administrator to, Deploy CRM Analytics for Financial Services. To get predictions on the likelihood of policy renewals, your admin must create the app from the Einstein Discovery for Insurance Analytics template.
            Tip
            Tip To see data in your dashboards, make sure you have policies that are up for renewal in the next 90 days.

            The Einstein Discovery for Insurance Analytics app includes two dashboards.

            Likelihood to Renew Policies

            Identify the likelihood of policy renewals, and focus on policies with high gross written premium and low renewal probability. The dashboard charts answer the following questions.

            • Which policies are at risk of not being renewed?
            • What’s the likelihood of policy renewals?

            Likelihood to Renew Policy - Embedded

            Embed this dashboard on the Account page to get actionable insights on the renewal probability of policies.

            • Which policies are at risk of not being renewed?
            • What’s the likelihood of policy renewals?
             
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            Salesforce Help | Article