You are here:
Support Users with the Property and Casualty Application Suite Interaction Launcher and Console
Use the Interaction Launcher component with Property & Casualty so that your service agents can quickly access a 360-degree view of a customer.
Open the Interaction Launcher by clicking its label in the Utility Bar at the bottom of the Vlocity Service Console. Call service agents can then use the Interaction Launcher to search and verify the caller's identity. The console displays only the data and transactions that the caller is permitted to see.
The processes in the interaction launcher now write to the native Financial Services Cloud Insurance Policy object instead of the Asset object.
What You Can Do With the Interaction Launcher
Our sample Interaction Launcher comes with four processes for service agents:
Interaction Type |
What It Means |
Show me: |
|---|---|---|
Customer Interaction |
When the service agent verifies the policyholder details |
|
Producer Interaction |
When the service agent verifies the broker or producer detail |
|
Policy Number Interaction |
When the service agent verifies the policy number details |
|
Claim Interaction |
When the service agent verifies the claim details |
What's In It?
You can find the interaction launcher configuration details in the Vlocity Interaction Launcher.
Get to Know the Interaction Console
The Interaction Console enables your service agents to manage interactions that streamline common tasks. For example, call service agents can use the Vlocity interaction launcher to search accounts, verify your customers, and improve the overall customer experience.
We've created an example that comes with your org. Here's what it looks like:
- Insurance Property & Casualty Application Suite Customer Interaction
When a customer contacts a service agent they can verify the policyholder details. - Insurance Property & Casualty Application Suite Producer Interaction
When a producer contacts a service agent they can verify the broker or producer detail. - Insurance Property & Casualty Application Suite Policy Number Interaction
A service agent can verify the policy number details with the interaction launcher. - Insurance Property & Casualty Application Suite Claim Interaction
A service agent can verify claim details with the interaction launcher.
