---
schema_version: "1"
id: 64821fe74964d85a2b7daa413811120139edfe25f9524d4658b4dfc478e5d3a4
title: Insurance Features Released by Month
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/262-0-0/rn_insurance_monthly.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_monthly.htm&release=262.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 69858d24c3cfab9e584e87d94e24c61beb59c4a9cf7acd36c5a6e212f4cfffd1
description: Insurance features and changes are released on a monthly basis. Check this page for the latest releases.
products:
  - Cross Cloud
release: "262"
---
# Insurance Features Released by Month

Insurance features and changes are released on a monthly basis. Check this page for the latest releases.

## July 2026

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d109937e47">Functional Area</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d109937e50">Release Note</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Functional Area" class="slds-cell-wrap" style="vertical-align:top;" headers="d109937e47 ">Claims Management</td>

            <td data-label="Release Note" class="slds-cell-wrap" style="vertical-align:top;" headers="d109937e50 "><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_pay-multiple-claim-amounts-in-a-batch.htm&amp;release=262.0.0&amp;type=5" title="Process multiple claim amounts across coverages in a claim as an asynchronous batch. Payment succeeds for amounts that meet coverage and policy limits and fails for amounts that exceed the limits. When the batch processing is complete, you get a notification about whether the payments succeeded or failed. Previously, you paid one claim amount at a time.">Pay Multiple Claim Amounts in a Batch</a></td>

          </tr>
          <tr class="">
            <td data-label="Functional Area" class="slds-cell-wrap" style="vertical-align:top;" headers="d109937e47 ">Insurance Brokerage</td>

            <td data-label="Release Note" class="slds-cell-wrap" style="vertical-align:top;" headers="d109937e50 ">
              <ul>
                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_brokerage_custom_actions_policy_participants_coverages.htm&amp;release=262.0.0&amp;type=5" title="Extend Insurance Policy Participant and Insurance Policy Coverage with your own actions so brokers can run the automations your team configures from the record page.">Create Custom Actions on Policy Participants and Coverages</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_brokerage_change_writing_carrier_account_policy_renewal.htm&amp;release=262.0.0&amp;type=5" title="Move a policy to a new carrier or a different account for the same carrier at renewal without canceling and reissuing.">Change the Writing Carrier Account During Policy Renewal</a></li>

                <li><a href="https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_brokerage_billing_type_validation.htm&amp;release=262.0.0&amp;type=5" title="Specify whether the carrier or the broker bills the policy when you issue it. Configure which billing types you can send to billing in setup. If a policy's billing type isn't eligible, Send to Billing is hidden in the UI, and the API returns an error. If you don't configure eligible billing types, Send to Billing stays available for every billing type.">Prevent
                    Billing Errors with Billing Type Validation</a></li>

              </ul>
            </td>

          </tr>
        </tbody>
      </table>

## June 2026

 
| Functional Area | Release Note |
| --- | --- |
| Agentforce for Insurance | [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.") |
| Insurance Brokerage | [Support Producer Split Management for Person Accounts](https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_support_producer_split_management_for_person_accounts.htm&release=262.0.0&type=5 "Manage Producer Split Assignments and Producer Split Role Assignments on Person Accounts. Previously available only for Business Accounts, these capabilities are now supported on Person Accounts.") |