---
schema_version: "1"
id: 721a7412beea9f1331d955debf3db1a8eb1c3f7d512c69ced30f45e59623d51b
title: View Policy Details in Insurance Brokerage
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/262-0-0/rn_insurance_view_policy_details_in_insurance_brokerage.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_view_policy_details_in_insurance_brokerage.htm&release=262.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ea8c845bc2ad3cca2dd8eb633a02ac7d4803614c49886dcd62ade6701c791cb5
description: 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.
products:
  - Cross Cloud
release: "262"
---
# View Policy Details in Insurance Brokerage

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.

#### See Also

- [_Salesforce Help_: Insurance Policy Lightning Web Component for Brokerage (can be outdated or unavailable during release preview)](https://help.salesforce.com/s/articleView?id=ind.insurance_brokerage_policy_lwc.htm&language=en_US)