Insurance Design 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.
Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions with Digital Insurance and requires access to the Headless 360 MCP Server (Beta).