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          Insurance Agent Console Enhancements

          Insurance Agent Console Enhancements

          View claim requests and show alerts for claim record changes that require action with the Insurance Agent Console.

          • Alert Your Agents When Claim Records Require Action
            Show alerts for claims on the Insurance Agent Console to notify your customer service representative of the record changes that require action. From the alert notification on the Insurance Agent Console, your customer service representative can go directly to the related policy and claim record.
          • Show Insurance Customer's Claim Details
            Get a consolidated view of all the claims requested by a customer in the Insurance Agent Console. You can view the claim records and the related objects, such as claim coverages and payment details for an account or household.
           
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          Salesforce Help | Article