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Insurance (Managed Package)
Insurance (Managed Package) is a set of services, components, and data model objects that support policy administration, benefit administration, claims, and billing.
Tip Use Insurance objects without installing the Insurance managed package.
Give your users greater control and flexibility over their data models, enabling
seamless integration and decreased dependencies by using standard objects. See Insurance.
New to Insurance (Managed Package) and not sure where to begin? See Get Started with Insurance.
Ready to roll up your sleeves and get certified on the Digital Insurance Platform? See the Digital Insurance Consultant or Digital Insurance Developer customer learning journey.
- Insurance Release Notes
See these release notes for Insurance. - Learn About the Digital Insurance Platform
The Digital Insurance Platform is built on top of Salesforce and provides components for policy administration, benefit administration, claims, and billing systems used by the insurance industry vertical. - See Insurance in Action with the Insurance Application Suite
Want to get a jump on configuring Insurance to rate, quote, and sell insurance products, and administer sold policies? The Application Suite offers examples of fully built applications that can guide you as you plan your own implementations. - Installation and Upgrades
Learn how to install or upgrade Insurance in your org. Your tasks include pre-requisite steps, package installation, Installation Assistant steps, and post-install or post-upgrade tasks. - Set Up User Access with Insurance Permission Sets
Permission set licenses extend the functionality of user licenses. With permission set licenses, you can assign more permissions to users than what their user license supports. - Harmonize Your Insurance Org
The Salesforce data model is the Digital Insurance Platform of choice. If you use the Vlocity package data model, the process of switching to the Salesforce data model is called harmonization. It involves using new objects and services that integrate seamlessly into the Salesforce Customer 360 platform. To benefit from new and enhanced features in the future, you must move to the Salesforce data model. - Build Insurance Product Models
An insurance product model is a structured definition of a product that a company sells, then services. A product model acts as a blueprint for an insurance product. - Build Rating Procedures
Rating procedures make it possible to price insurance products. Set up, map, and implement rating procedures for all your products and plans. - Create Quotes
Insurance issues policies from quotes. Think of a quote as the foundation on which you build the policy. Create a quote by selecting products offered by the provider and using information supplied by the customer to calculate the estimate. The Insurance quoting solution brings everything you need right to your fingertips and does all of the heavy lifting for you. - Track Commissions
You can track commissions for agents and insurance products, and gain insight into commissions associated with each stage of the customer journey. - Manage Insurance Policies
Insurance Policy Administration extends throughout the lifecycle of an insurance policy. Any updates made to a policy during its term are managed through policy transactions. - Manage Claims
Set up claim products and create dynamic first notice of loss intake flows for your users. Give claims adjusters a cohesive view of claims and financial data so they can efficiently assess and adjudicate claims. Establish financial controls and automatically route requests for financial approval to the appropriate supervisors and managers. - Manage Group Benefits
Group benefits are insurance plans offered to and covering a group of people, such as employees and their dependents. Manage these insurance offerings in a rapidly evolving marketplace with Group Benefits on the Digital Insurance Platform. - Resources for System Administrators
Explore the services catalog, Apex triggers, UI templates, and more.
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