Get a unified view of policy structure directly on the policy record. The Insurance Policy component displays policy data in a hierarchical tree, showing assets, coverages, participants, and rolled-up premiums to quickly understand the full policy in one place.
Where: This change applies to Lightning Experience in Professional, Enterprise, and Unlimited editions of Insurance Brokerage.
How: Add the Insurance Policy component to the policy record page using Lightning App Builder. Users can view the policy hierarchy, see premium, tax, and fee rollups, and select any policy line item to view its details and attributes in the side panel.