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Docs. Financial Services Cloud Admin Guide. Create and Share the Analytics for Insurance App. Create an app from the Analytics for Insurance template and share it with your users. Required Editions and User Permissions.
The Analytics for Insurance app powers agents with practical insights on their sales performance and enables them to be more efficient in sales execution. They can grow written premiums by using app dashboards to segment the customer base and get insights on upsell/cross-sell opportunities.
The Analytics for Insurance app gives agents and managers insights on their sales performance, team’s performance, leads and opportunities. Agents can grow written premiums by using app dashboards to segment the customer base and get insights on upsell/cross-sell opportunities.
15 Απρ 2021 · Salesforce Industries has extended the Salesforce standard object model to include a deep insurance data model. This industry-specific data model can help you reduce the cost to serve and...
Built-in collaboration with Salesforce partners and customers, the insurance data model provides out-of-the-box functionality to organize your data in Salesforce. It enables insurance companies of all sizes to connect with their clients, sales reps, and service agents.
Discover how Salesforce transforms insurance broking with advanced risk assessment, AI-powered quoting, and enhanced client satisfaction.
Use the insurance data model to plan, manage, and track your insurance business.
