Considerations for Agentforce for Financial Services: Insurance Service Assistance
To use the Insurance Service Assistance agent template, consider supported
functionality, usage, limitations and allowances, limits, and other issues.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited
Editions
Insurance Service Assistance Agent Template Language and Locale
Support
The Insurance Service Assistance agent template supports English in these
locales:
Language
Locale
Code
English
English (United States)
en_US
Large Language Model Support
The Insurance Service Assistance agent
template supports these models:
Model
OpenAI and Azure OpenAI GPT-4o (GPT 4 Omni)
Einstein Trust Layer Service Support
The Insurance Service Assistance
agent template supports the Trust Layer services supported by the Agentforce Employee Agent type.
Usage Types Billed By Insurance Service Assistance Agents
The Insurance Service Assistance agent uses generative AI and Data 360
to ingest, store, and process data. You’re billed in these categories when you use Insurance
Service Assistance. Before deployment, work with your Salesforce account team to confirm
license availability and plan credit usage.
Feature Limitations
If your org doesn't have multi-currency enabled,
Insurance Summarization provides amounts in the currency specified in the Currency Locale
field. If your org has multi-currency enabled, Insurance Summarization provides amounts in
the currency specified in the Corporate Currency field.
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