--- schema_version: "1" id: e316493caf4e87a456d15788eb7c920e6ce6a8ca0cbccd369a145f49007d6bf8 title: Insurance collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/262-0-0/rn_ins.md canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_ins.htm&release=262.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: c877c5787394f0ec93a3b57eb64193b8333b5f295070bc24e1b1700df3972786 description: Innovate, deploy, and adapt insurance products quickly to capture market opportunities with Digital Insurance. Manage the entire policy and claims lifecycle with ease and efficiency, supported by AI-driven automation with Agentforce. Design seamless experiences for producers and account managers on the flexible Insurance Brokerage platform. Consolidate data across geographies and lines of business for a 360-degree client view, automate routine processes, and create AI-assisted workflows with Agentforce. products: - Cross Cloud release: "262" --- # Insurance Innovate, deploy, and adapt insurance products quickly to capture market opportunities with Digital Insurance. Manage the entire policy and claims lifecycle with ease and efficiency, supported by AI-driven automation with Agentforce. Design seamless experiences for producers and account managers on the flexible Insurance Brokerage platform. Consolidate data across geographies and lines of business for a 360-degree client view, automate routine processes, and create AI-assisted workflows with Agentforce. - **[Insurance Features Released by Month](https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_monthly.htm&release=262.0.0&type=5)** Insurance features and changes are released on a monthly basis. Check this page for the latest releases. - **[Insurance Policy Administration](https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_policy_admin_container.htm&release=262.0.0&type=5)** Maintain multi-level coverage hierarchies across policy transactions, and process bulk renewals for both single-root and multi-root policies. - **[Claims Management](https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_claims_management.htm&release=262.0.0&type=5)** Process a claim on a child coverage factoring in the limit balances of the coverages above it in the hierarchy, and track limit consumption at all levels. Send richer contextual data to your custom calculation logic for adjustments and limit tracking. Pay multiple amounts across coverages for a claim in a single batch request. - **[Digital Insurance](https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_digital_insurance.htm&release=262.0.0&type=5)** Generate transactions and invoices directly from lifecycle actions to reduce manual reconciliation and improve billing accuracy. Price change endorsements generate delta transactions to ensure accurate and consistent billing across milestone, upfront, and term-based billing models. - **[Insurance Brokerage](https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_brokerage.htm&release=262.0.0&type=5)** Reinstate canceled policies, view complete policy details, and manage plan benefits with better validation and data support. Price change endorsements generate delta transactions to ensure accurate billing across milestone, upfront, and term-based billing models. - **[Accelerate Initial Setup for Insurance](https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_accelerate-initial-setup-for-insurance.htm&release=262.0.0&type=5)** Get started with Policy Administration, Claims Management, and Insurance Brokerage with a simplified day-one sandbox setup. Turn on settings, complete the required configuration, and create definitions and business data to explore features quickly and validate the solutions against your business requirements. - **[Streamline Claim Intake with Agentforce](https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_streamline-claim-intake-with-agentforce.htm&release=262.0.0&type=5)** Use the Claims Employee Service Assistance agent to help customer service representatives create a first notice of loss (FNOL) when customers report a loss or incident. The agent retrieves policy information and guides representatives through the details to ask for the FNOL based on the policy type. The agent reduces manual effort for representatives and helps them capture complete and consistent intake information. - **[Boost Underwriting Rule Evaluation with Constraint Rules Engine](https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_underwriting_rules_with_cml.htm&release=262.0.0&type=5)** Define complex underwriting rules by using constraint-based modeling to reflect your risk appetite, business goals, and compliance requirements. Evaluate the rules with Constraint Rules Engine for improved performance. Based on the rule evaluation results, run custom flows to automate underwriting decisions or mark the quote for underwriter review. - **[Calculate and Add Fees to the Price of Insurance Products](https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_calculate_fees_for_a_product.htm&release=262.0.0&type=5)** Configure specific charges for insurance products by using a flexible, built-in calculation framework that now supports tallying both taxes and fees. Define the exact order of operations to calculate fees accurately alongside the policy premium and taxes during quoting. Review a detailed breakdown of the premiums, taxes, and fees for a quote, and capture the amounts charged when you issue the policy. - **[Replicate Insurance Setup Data Between Orgs with Ease](https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_replicate_setup_data_between_orgs.htm&release=262.0.0&type=5)** Copy an insurance product model from your sandbox org to your production org with a single Salesforce CLI command and the standard dataset definition. Get the products, attributes, and other related records that make up the product hierarchy without manually recreating or linking records. Create your own dataset definitions to copy setup data in other standard or custom objects from one org to another. - **[New and Changed Objects in Insurance](https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_new_changed_objects.htm&release=262.0.0&type=5)** Do more with the new and updated Insurance objects. - **[New Metadata Types in Insurance](https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_new_metadata_types.htm&release=262.0.0&type=5)** Use the new metadata type to configure how policy limit consumption rules apply to an insurance policy product, including consumption mode and product binding. - **[New Tooling API Object in Insurance](https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_new_tooling_object.htm&release=262.0.0&type=5)** Use the new Tooling API to configure how policy limit consumption rules apply to an insurance policy product, including consumption mode and product binding.