Summarize Insurance Policyholders and Get Quotes

Use the Agentforce for Financial Services: Insurance Service Assistance agent to summarize policyholder portfolios and get individual insurance quotes.

Required Editions

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

Permissions Needed
To use Financial Services Cloud:	Financial Services Cloud Extension OR FSC Foundation OR FSC Sales OR FSC Service
To create an Agentforce Employee agent:	Manage AI Agents AND Manage Agentforce Employee Agents
To run prompt templates:	Execute Prompt Templates user permission

Permissions Needed

To use Financial Services Cloud:

Financial Services Cloud Extension

FSC Foundation

FSC Sales

FSC Service

To create an Agentforce Employee agent:

Manage AI Agents

AND

Manage Agentforce Employee Agents

To run prompt templates:

Execute Prompt Templates user permission

Click the Agentforce icon, and then select Insurance Service Assistance.
Ask the agent questions such as these:

Summarize policyholder John Doe.

Give me details about a quote named Auto Gold Annual Insurance Quote.

Show me the details of account John Doe.

Retrieve the details for this quote named Auto Gold Annual Insurance Quote.

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