Q: 8
An insurance company needs the ability to relate contacts to their workplace to track which services
are paid by the employee benefits. Contacts receive emails to notify them of new policy offerings.
Agents also need to relate adults in the same household who share access to financial resources and
policy information to sign them up for the right policies. Adjusters need the ability to see and
respond to claims from anyone in the household. Independent agents need daily access to customer
data as well. Customers also need periodic access to claims and policy information for their
household. The company also wants to track what data searches are performed by agents and
adjusters on the platform to analyze their work.
Which products should a Solution Architect recommend in addition to Insurance for Financial
Services and Experience Cloud to meet these needs?
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