Insurance for Financial Services Cloud: Consolidated View of Household Policies, Record Type Filter on Policies, and Support for Account Relationships

Add the enhanced Policy component to the Household page to give agents an at-a-glance view of all policies in a household. New options on the Policy component give you greater control over the information you want to display on the component. And now we support account relationships on key Insurance objects to let you easily manage external users’ access to Insurance records.