Insurance for Financial Services Cloud: Addressing the Needs of Insurance Agents and Reps (Generally Available)

Deepen customer relationships, discover new business opportunities, and grow your books of business with Salesforce’s new insurance data model and Lightning components. The tailored Insurance Agent Console helps agents and service reps track their performance and stay focused on their goals. Add the Person Life Event and Policy components to the Account record page to give agents a consolidated view of their clients’ life events, insurance policies, claims, and related details.