Manage Claims and Policies Effectively with Insurance Claims and Policy Analytics

Use the Insurance Claims and Policy Analytics app to get actionable insights into claims management and policy administration. Claim handlers and producers can prioritize tasks, claims, quotes, and policies that need immediate attention to improve customer satisfaction. Team leaders can assess their team’s performance based on key metrics for claims and tasks.

Where: This change applies to Tableau CRM in Lightning Experience and all versions of the Salesforce app in Enterprise, Performance, and Unlimited editions where Financial Services Cloud is enabled.

Who: To create an app from the Insurance Claims and Policy Analytics app, 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.