Use the Agentforce for Financial Services: Insurance Service Assistance agent to summarize policyholder portfolios and get individual insurance quotes.
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
| Permissions Needed | |
|---|---|
| To use Agentforce Financial Services: | 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 |
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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