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Set Up Essential Features of Insurance Policies and Claims

Learning Objectives

After completing this module, you’ll be able to:

  • Show the most relevant policy and claim details on the policy component.
  • Customize policy and claim details on the policy component.

Show the Most Relevant Policy and Claim Details on the Policy Component

The Policy page component shows an account’s policies, claims, and other related details that help agents plan their day-to-day work, stay on top of their targets, and better serve their clients. Matt adds multiple instances of the Policy component on an account record page and customizes each instance to show different sets of information.

In this unit you will follow along with Matt to learn how to customize policy and claim details on the Policy component and enable policy hierarchy.

Matt starts by choosing which policy fields to show on the Policy component by customizing the Insurance Policies related list on the account page layout. He also chooses which claim fields to show on the Policy component by customizing the Claims related list on the insurance policy page layout. Here’s how he does it.

Choose the policy fields to show on the Policy component.

  1. From Setup, open Object Manager.
  2. In the Quick Find box, enter Person Account, and then select Person Account.
  3. Click Page Layouts, and then select Person Account Layout.
  4. On the palette, select Related Lists.
  5. Under Related Lists, double-click the Insurance Policies related list or click Wrench icon.
  6. Under Columns, select up to 10 fields to include in the related list, and define the order in which the fields display. Select how to sort the records. The default is by record ID.
  7. Click OK. Your changes aren’t saved until you save the page layout.
  8. Save the page layout.

Now choose the claim fields to show on the Policy component.

  1. From Setup, open Object Manager.
  2. In the Quick Find box, enter Insurance Policy, and then select Insurance Policy.
  3. Click Page Layouts, and then select Insurance Policy Layout.
  4. On the palette, select Related Lists.
  5. Under Related Lists, double-click the Claims related list or click Wrench icon.
  6. Under Columns, select up to 10 fields to include in the related list, and define the order in which the fields display. Select how to sort the records. The default is by record ID.
  7. Click OK. Your changes aren’t saved until you save the page layout.
  8. Save the page layout.

The fields are now set for the Policy component.

Choose the Policy and Claim Details to Show on Hover

When agents hover over a policy or claim on the Policy component, an expanded lookup card displays the key fields from the policy or claim record. Matt can customize the associated compact layout and choose the fields that he needs shown in the expanded lookup card.

First choose the policy fields to show in the expanded lookup card.

  1. From Setup, open Object Manager.
  2. Find and select Insurance Policy, then select Compact Layouts.
  3. Clone the System Default layout, or click New to create a compact layout.
  4. Specify details for the compact layout.
    • Enter a label and name for the compact layout.
    • Add the fields to include.
    • Sort the fields in the order that you want them displayed by clicking the Up or Down arrow. Put the Policy Number field first to provide users context when they hover over a policy.
  5. Save the layout.
  6. Click Compact Layout Assignment, and click Edit Assignment.
  7. From the Primary Compact Layout list, select your compact layout.
  8. Save your changes.

Now choose the claim fields to show in the expanded lookup card.

  1. From Setup, open Object Manager.
  2. Find and select Claim, and select Compact Layouts.
  3. Clone the System Default layout, or click New to create a compact layout.
  4. Specify details for the compact layout.
    • Enter a label for the compact layout
    • Add the fields to include.
    • Sort the fields in the order that you want them displayed by clicking the Up or Down arrow. Put the Claim Number field first to provide users context when they hover over a claim.
  5. Save the layout.
  6. Click Compact Layout Assignment, and then click Edit Assignment.
  7. From the Primary Compact Layout list, select your compact layout.
  8. Save your changes.

Show All Policies or Only Owned Policies

By default, the Policy component shows only the policies that a user owns. However, if Matt selects one or more participant roles—such as beneficiary, driver, or subscriber—when adding the Policy component to an account record page, the list also includes the policies where the user is a participant.

In the filter menu on the list, there’s the Show only owned policies option. Users select this option to view only the policies that they own.

Image highlighting the option, Show only owned policies.

The policies are grouped by policy type. A group can show a maximum of five policies. If there are more than five policies in a group, Cumulus users see the All Owned Policies link at the bottom of the list. This link opens the Insurance Policies list view.

If reps don’t select the Show only owned policies option, they see three links at the bottom of the list: All Owned Policies, Other Policies, and All Claims. The All Owned Policies link opens the Insurance Policies list view for the account. The Other Policies link opens the Insurance Policy Participants list view for the account. The All Claims link opens the Claims list view for the account.

Image showing All Owned Policies and Other Policies links

For a business account, the page shows only the All Owned Policies link.

Expand or Collapse Policy Types by Default

On account record pages, policies are grouped by policy types. Matt determines whether the policy types are expanded or collapsed when an account record page loads.

The policies that don’t have a policy type are grouped under the Others policy type.

  1. On the account record page, from Setup, select Edit Page.
  2. Select the Policy component on the page.
  3. In the Properties pane, select or deselect Expand all policy types by default.

When this option is selected, the record page may take longer to load if the account has several policies.

Show a Policy’s Parent and Child Policies

Matt enables policy hierarchy to give sales and service reps quick access to a policy’s parent or child policies right from the list of policies on the client record page. It’s easier for reps to track policies with a hierarchical view available at a glance.

Note

Before you perform these steps, make sure that the Child Policies related list is added to the Insurance Policy page layout.

  1. On the account record page, from Setup, select Edit Page.
  2. Select the Policy component on the page.
  3. In the properties pane, select Show policy hierarchy.
  4. Save your changes.

Reps can see the parent policy (1) and child policies (2) for a multiline policy in one place, without going through multiple related lists.

Image showing parent and child policies for a multiline policy

Depending on its position on the record page, the Policy component shows a maximum of five or two child policies. To view the full list of child policies, click View all icon.

The configurations that Matt’s performed so far are essential admin work to set up insurance policies and claims. Matt’s ready now to move to the next stage: setting up access to advanced features of insurance policies and claims.

Resources

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