Generate Proof of Insurance

Use the Agentforce for Financial Services: Insurance Service Assistance to generate a proof of insurance document and attach it to a policy.

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 generate proof of insurance documents:	Industry Service Excellence Omnistudio User or OmniStudio Admin DocGen User or DocGen Designer=
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 generate proof of insurance documents:

Industry Service Excellence

Omnistudio User or OmniStudio Admin

DocGen User or DocGen Designer=

To run prompt templates:

Execute Prompt Templates user permission

After they're generated, proof of insurance documents are available in the Notes & Attachments section of a policy record.

From any page, click the Agentforce icon to launch the agent.
Ask the agent questions such as these:

Generate proof of insurance for account John Doe.

Please create proof of insurance for account John Doe.
Select a policy from the list presented by the agent and click Submit.
Review the list of assets associated with the policy and click Submit.
Review the list of policy participants and click Submit.
When the agent finishes creating the proof of insurance, select the link that's displayed to view the document on the corresponding policy record.
Select the Details tab then Notes & Attachments.