Insurance | Get Policy Coverages

Get the coverages for a policyholder's insurance policy to use during claim intake or review.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Foundations, or Agentforce 1 or Einstein 1 Editions
Permissions Needed
See Common User Access for Standard Agent Actions.

Action Details

API Name GetPolicyCoverages
Reference Action Type Flow
Does this action execute one or more prompt templates? No
Required Setup Set Up the Claims Service Customer Assistance Agent

Guidelines and Considerations

See Considerations for Claims Service Customer Assistance.