Use Digital Insurance Alongside the Insurance Managed Package or Insurance CRM

Launch new products faster on the flexible Digital Insurance platform while you manage existing products, policies, and claims in the same org. Eliminate the overhead of administering separate orgs or rebuilding custom integrations extensively. Manage products, quotes, policies, and claims using solution-specific workflows and keep the transactional data, metadata, and automations segregated based on the originating solution. Although Digital Insurance can coexist with Insurance CRM or the Insurance managed package, these solutions don't interoperate.

Where: This change applies to Lightning Experience in Professional, Enterprise, Unlimited, and Developer editions with Digital Insurance, and Insurance CRM or the Insurance Industries and Insurance Industries Extension managed packages.