---
schema_version: "1"
id: dda8db495b962db4c4495ee07484113b3f6e5885f7f392ea849efefe25e56809
title: Insurance
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/264-0-0/rn_ins.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_ins.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 93b091465156f5a2c57949548333649708c9ceb28544051e3b61e2f308e15efa
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: "264"
---
# 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.

- **[Group Benefits](https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_group_benefits_container.htm&release=264.0.0&type=5)**  
    Enhance group insurance capabilities across census, quotes, contracts, and the policy lifecycle. Support enrollments, contract and policy endorsements, and renewals so carriers and employers can manage midterm changes and renewals at scale.
- **[Brokerage](https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_brokerage_container.htm&release=264.0.0&type=5)**  
    Configure agency billing faster by describing your setup goals to an AI coding assistant. Report on granular policy, participant, asset, and coverage attributes with custom report types. Manage high-volume books of business with brokerage policies that support up to 40,000 records across the full policy lifecycle.
- **[Claims Management](https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_claims_management.htm&release=264.0.0&type=5)**  
    Speed up claim payment approvals with built-in financial authority controls, protect claim budgets with automated reserve checks, and improve payouts by enforcing the policy terms defined for each insured asset or person.
- **[Simplify Claim Filing for Policyholders with an AI Agent](https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_simplify_claim_filing_with_ai_agent.htm&release=264.0.0&type=5)**  
    Give policyholders a faster way to report a loss and file a claim over the phone or in your customer portal with the Claims Service Customer Assistance agent. The agent verifies a policyholder's identity, collects incident details, creates a claim, and emails the claim and case details for the policyholder's reference. Policyholders can also request a callback from a customer service rep at any time during the call for further assistance. With the agent completing the claim intake for the routine cases, your customer service reps can focus on helping policyholders with complex claims.
- **[Set Up Insurance Products with an AI Assistant](https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_set_up_products_with_ai.htm&release=264.0.0&type=5)**  
    Get your Digital Insurance org up and running and create insurance products with an AI coding assistant, reducing manual effort and setup errors. Have the AI assistant check licenses and settings and complete the initial org setup required for product configuration. Describe the product that you want to offer in natural language, or provide its structure in a CSV or JSON file. Review and confirm the product structure, and the assistant creates the product, coverages, benefits, and attributes from your specifications.
- **[Set Up Insurance Products Faster with an Agentic Advisor](https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_design_advisor.htm&release=264.0.0&type=5)**  
    Use Insurance Design Advisor to check your product configuration against everything a quote or policy flow needs. The advisor validates selling models, pricebook entries, pricing procedures, attributes, user permissions, context definitions, and more, and then returns structured validation results with step-by-step remediation guidance. Ask in natural language through Agentforce or use your desired MCP client. Validations run independently and you see every issue in a single pass, rather than discovering them one at a time.
- **[New Connect REST APIs in Insurance Design Advisor](https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_design_advisor_connect_api_resources.htm&release=264.0.0&type=5)**  
    Validate insurance product configuration at design time. Check product models, attributes, pricing setup, product discovery, CML models, API request bodies, and user permissions, look up error codes, and generate a sample rating input. These APIs validate setup data and don't update product details.
- **[New Connect in Apex Methods in Insurance Design Advisor](https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_design_advisor_connect_in_apex_methods.htm&release=264.0.0&type=5)**  
    Validate insurance product configuration at design time. Check product models, attributes, pricing setup, product discovery, CML models, API request bodies, and user permissions, look up error codes, and generate a sample rating input. These methods validate setup and don't update data.
- **[Rate Complex Quotes Faster by Processing Quote Line Items in Parallel](https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_quote_line_items_parallel.htm&release=264.0.0&type=5)**  
    Determine which products in a bundle can be priced independently by generating a dependency graph. The graph identifies groups of products that have no cross-dependencies. When your users rate a quote that includes the bundle, the rating engine processes each group simultaneously and then rolls up the prices to determine the net unit price. For example, on an auto policy with three vehicles, the rating engine prices each vehicle and its associated coverages as independent groups at once, instead of sequentially.
- **[Migrate More Insurance Setup Data Between Orgs](https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_setup_data_migration.htm&release=264.0.0&type=5)**  
    Replicate clauses, underwriting rules, surcharges, group benefits products, and constraint modeling language (CML) rules between orgs with additional built-in dataset definitions for the `sf data setup transfer` command. Previously, only the insurance product model had a built-in dataset definition, requiring you to author custom definitions for other insurance setup data.
- **[Quote Insurance and Non-Insurance Products from One Org](https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_non_insurance_quotes.htm&release=264.0.0&type=5)**  
    When your reps quote a non-insurance product, the Revenue Management workflow applies—with quantity-based pricing and external tax—and quotes convert into contracts and orders. When they quote an insurance product, the Digital Insurance workflow applies—with risk-based rating, premium proration, and internal tax and fee calculation—and quotes convert into policies. Both workflows exist in the same org and apply based on the quote type.
- **[Boost Tax and Fee Evaluation with the Constraint Rules Engine](https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_constraint_rules_engine_tax.htm&release=264.0.0&type=5)**  
    Define business rules for product surcharges with greater flexibility and include more criteria and actions by using the Constraint Modeling Language (CML). With the CML rules for product configuration, underwriting, exclusions and clauses, and product surcharges unified in a single constraint model, simplify maintenance and help new users learn the rules framework quickly. When your reps rate a quote, the Constraint Rules Engine evaluates the product surcharge rules faster and in a single pass to calculate taxes and fees more efficiently.
- **[New and Changed Objects in Insurance](https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_new_changed_objects.htm&release=264.0.0&type=5)**  
    Do more with the new and updated Insurance objects.

## Insurance Release Note Changes by Month

We made these additions and changes to published release notes.

### October 2026

- [Simplify Claim Filing for Policyholders with an AI Agent](https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_simplify_claim_filing_with_ai_agent.htm&release=264.0.0&type=5 "Give policyholders a faster way to report a loss and file a claim over the phone or in your customer portal with the Claims Service Customer Assistance agent. The agent verifies a policyholder's identity, collects incident details, creates a claim, and emails the claim and case details for the policyholder's reference. Policyholders can also request a callback from a customer service rep at any time during the call for further assistance. With the agent completing the claim intake for the routine cases, your customer service reps can focus on helping policyholders with complex claims.") (Added the week of October 5, 2026)
- **Brokerage**:[New Invocable Actions in Brokerage](https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_brokerage_invocable_actions.htm&release=264.0.0&type=5 "Use the new invocable action to preview rolled-up premium amounts for a draft insurance policy hierarchy without creating or updating changes.") (Added the week of October 12, 2026)
- **Brokerage**:[New Connect REST APIs in Brokerage](https://help.salesforce.com/s/articleView?id=release-notes.rn_ins_brokerage_connect_api_resources.htm&release=264.0.0&type=5 "Manage insurance policies at scale by creating draft endorsements, completing endorsements, issuing, and reinstating multiple policies in bulk. Preview rolled-up premium amounts for a draft insurance policy without persisting changes.") (Added the week of October 12, 2026)
- **Brokerage**:[New Connect in Apex Methods in Brokerage](https://help.salesforce.com/s/articleView?id=release-notes.rn_ins_brokerage_connect_in_apex_methods.htm&release=264.0.0&type=5 "Manage insurance policies at scale by endorsing, creating draft endorsements, issuing, canceling, and reinstating policies individually or in bulk using Connect in Apex methods. Preview rolled-up premium amounts for a draft insurance policy without persisting changes.") (Added the week of October 12, 2026)

### September 2026

- [Set Up Insurance Products with an AI Assistant](https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_set_up_products_with_ai.htm&release=264.0.0&type=5 "Get your Digital Insurance org up and running and create insurance products with an AI coding assistant, reducing manual effort and setup errors. Have the AI assistant check licenses and settings and complete the initial org setup required for product configuration. Describe the product that you want to offer in natural language, or provide its structure in a CSV or JSON file. Review and confirm the product structure, and the assistant creates the product, coverages, benefits, and attributes from your specifications.") (Added the week of September 21, 2026)
- [Configure Agency Billing Faster with an AI Coding Assistant](https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_brokerage_agency_billing_ai_coding_assistant.htm&release=264.0.0&type=5 "Describe the agency billing outcome you want in plain language, and let a coding agent guide you through the configuration. Choose how much you want to review before changes apply, from approving each step individually to running the full setup with minimal intervention. The agent configures legal entities, billing treatments, tax and payment rules, accounting, permissions, and license checks for you, so you don't have to work screen by screen through Setup and the guided wizard. When setup is complete, the agent creates a policy so you can verify the configuration.") (Added the week of September 14, 2026)

### August 2026

- **Group Benefits**:[New Connect REST APIs in Group Benefits](https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_group_benefits_connect_api_resources.htm&release=264.0.0&type=5 "Use the Group Benefits Connect APIs to support end-to-end group insurance workflows, including census, quote, contract, and policy lifecycle management. The APIs also support post-insurance operations, such as policy and contract endorsements and renewals, helping accommodate individual life events, changes in carrier offerings or regulations, and ongoing benefits administration.") (Added the week of August 17, 2026)
- **Group Benefits**:[New Invocable Actions in Group Benefits](https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_group_benefits_new_invocable_actions.htm&release=264.0.0&type=5 "Streamline mid-term adjustments for group census member plans, and efficiently cancel and endorse group census member policies. Additionally, create endorsement or renewal quotes directly from insurance contracts and generate group census records to automate complex policy lifecycle processes group census members.") (Added the week of August 17, 2026)
- **Brokerage**:[New Connect REST APIs in Brokerage](https://help.salesforce.com/s/articleView?id=release-notes.rn_ins_brokerage_connect_api_resources.htm&release=264.0.0&type=5 "Manage insurance policies at scale by creating draft endorsements, completing endorsements, issuing, and reinstating multiple policies in bulk. Preview rolled-up premium amounts for a draft insurance policy without persisting changes.") (Added the week of August 17, 2026)
- **Brokerage**:[New Connect in Apex Methods in Brokerage](https://help.salesforce.com/s/articleView?id=release-notes.rn_ins_brokerage_connect_in_apex_methods.htm&release=264.0.0&type=5 "Manage insurance policies at scale by endorsing, creating draft endorsements, issuing, canceling, and reinstating policies individually or in bulk using Connect in Apex methods. Preview rolled-up premium amounts for a draft insurance policy without persisting changes.") (Added the week of August 17, 2026)
- **Group Benefits**:[New Connect in Apex Methods in Group Benefits](https://help.salesforce.com/s/articleView?id=release-notes.rn_ins_group_benefits_connect_in_apex_classes.htm&release=264.0.0&type=5 "Use these new Connect in Apex methods to clone and map group census data, issue, endorse, and renew contracts from quotes, and generate or refresh census members.") (Added the week of August 31, 2026)