Get a 360-Degree View of Policyholders with the Policy Component
Give insurance agents a consolidated view of their clients’ insurance
policies, claims, and other related details. With greater visibility into these details, agents
can better understand and address their clients’ needs. You can also customize the Policy
component to show the information that your agents need the most to do their work
efficiently.
Where: This change applies to Lightning Experience in Professional, Enterprise, and Unlimited editions that have Financial Services Cloud enabled.
How: Clone an account record page or create one. Then add the Policy component to the page.
