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Feature Degradation | Agentforce Voice Read More
Insurance
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          Claims Dashboards

          Claims Dashboards

          Use dashboards to focus on open tasks and claims that need your attention so you can close them quickly.

          Supervisor Dashboard

          Use out-of-the-box functionality for claims handlers and adjusters to see open claims that need urgent attention and can be pushed to a quick settlement.

          Illustrates the supervisor dashboard.
          1. See all open tasks for your claim handlers by due date, priority, and type. See task details and click each individual task to navigate to the task record.

          2. See all open claims for your claim handlers by open duration, status, and loss type. See claim details and click each individual claim to navigate to the claim record.

          3. Use filters to narrow down the information you see.

          Also launch different applications from this dashboard like the agent console, scheduler setup, and analytics studio.

          Illustrates the option to open the Claims Dashboard.

          Adjuster Dashboard

          Use out-of-the-box functionality for claims handlers and adjusters to see open claims that need urgent attention and can be pushed to a quick settlement.

          Illustrates the adjuster dashboard for claims.
          1. See all open tasks by due date, priority, and type. See task details and click each individual task to navigate to the task record.

          2. See all open claims by open duration, status, and loss type. See claim details and click each individual claim to navigate to the claim record.

          3. Use filters to narrow down the information you see.

          Also launch different applications from this dashboard like the agent console, scheduler setup, and analytics studio.

          Illustrates the option to open the Claims Dashboard.
           
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