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: Enterprise, Performance, Unlimited, and Developer Editions with Agentforce Financial Services and Agentforce for Financial Services add-on, or included in Agentforce 1 Financial Services Edition. |
| Permissions Needed | |
|---|---|
| To interact with the Insurance Service Assistance agent: | FSC Insurance permission set AND Prompt Template User permission set AND Run Flows permission AND Access to the Insurance Service Assistance agent |
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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