保険エージェントコンソールで、顧客が保有するすべての保険契約の統合ビューを取得します。種別でグループ化された保険契約で、保険品目の詳細と関係者または受取人の詳細を表示できます。検索ツールを使用して、特定の保険契約または保険項目をリストします。
対象:この変更は、Insurance Industries 管理パッケージが付属する Professional Edition、Enterprise Edition、および Unlimited Edition の Lightning Experience に適用されます。
対象ユーザー: Policy 360° は、「Industry Service Excellence」権限セットと「FSC Insurance」権限セットが割り当てられたユーザーが使用できます。
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