Give Agents and Managers a Complete Customer Intelligence Solution With Einstein Analytics for Insurance

The Analytics for Insurance app powers agents with practical insights on their sales performance and enables them to be more efficient in sales execution.

Where: This change applies to Lightning Experience and all versions of the Salesforce app in Professional, Performance, and Unlimited editions where Financial Services Cloud for Insurance is enabled. Analytics for Insurance is only for Financial Services Cloud for Insurance users.

Why: The ability to segment the customer base and get insights on upsell/cross-sell opportunities equips agents to grow their written premiums. Managers are empowered with insights on their team’s performance and what makes the top performers different, which enables them to coach their team members.

Who: To create an app from the Analytics for Insurance template, you must also have the FSC Analytics Plus add-on license.

How: Go to Analytics Studio, click Create, choose App, and click Start from Template. Select Analytics for Insurance, and follow the instructions in the wizard to create your app.