---
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title: Set Up Insurance Products Faster with an Agentic Advisor
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/264-0-0/rn_insurance_design_advisor.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_design_advisor.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 12dcd39d6de6a98c4d05bbe96e73b0b8a5d95a73157c2863a04a4abec76ed511
description: 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.
products:
  - Cross Cloud
release: "264"
---
# Set Up Insurance Products Faster with an Agentic Advisor

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.

**Where:** This change applies to Lightning Experience in Enterprise and Unlimited editions with Digital Insurance.

**When:** This feature is available starting October 2, 2026.