Release Notes

Policy Component: Household Policies, Record Type Filters, and More
Add the Policy component to a Household page and let your agents view all household policies in one place. Use record type filters to tailor the information on the Policy component to best suit your agents’ needs. With the new New Policy button on the Policy component, agents can quickly add policy records without leaving the page they’re on.

Simplify Partner Access to Insurance Records with Account Relationships
Remove the complexity from sharing data with your partner distributors by creating external account hierarchies and account relationships for claim, customer property, business milestone, insurance policy, and person life event records. With account relationships, you can model your policy distribution channels without creating multiple public groups or handling complex data sharing rules.

Print Insurance Record Details with Printable View
Use the Printable View button on Insurance record details in Lightning communities to generate a condensed, minimalist view for printing.

Analytics for Insurance: Predictive App Template, Date Filtering, and Data Access for Sales Managers
Use predictions from the Einstein Discovery for Insurance Analytics app to help retain customers. You can use the fiscal calendar to filter data in your dashboards. Customize data access to sales managers so that they can view only the data of users below them in the hierarchy.

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