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Enhance Claims Management and Policy Administration with Insurance Claims and Policy Analytics
With the Insurance Claims and Policy Analytics app, get actionable insights that help you effectively manage claims and policies, ensure customer satisfaction, and grow your business. Analyze your team’s current and historical performance to better manage workloads and improve team performance. Track product performance based on key metrics for policies, quotes, and commissions. Gain insights into claims performance and financial performance to effectively manage expenses and reserves, and write policies that help boost your revenue.
Where: This change applies to Tableau CRM in Lightning Experience in Enterprise, Unlimited, and Performance editions where Financial Services Cloud is enabled.
Who: To create an app by using the Insurance Claims and Policy Analytics template, you need the FSCAnalyticsPlus add-on license.
How: From Tableau CRM Analytics Studio, click Create, and then select App | Insurance Claims and Policy Analytics. To create your app, follow the setup instructions.
