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An insurance companyaims to improve a call center's productivity.

An insurance companyaims to improve a call center's productivity. A detailed analysis discovered that agents spend a lot of time capturing data while adding and updating beneficiary details. Capturing premium payment details (payment date and frequency) is another time-consuming task. Which action should a Financial Services Cloud consultant take to resolve the issue?

A.

Utilize Insurance Flow Templates.

B.

Create an Action Plan Template for capturing beneficiary data and payment information.

C.

Provide a better user interfaceby building Lightning web components for beneficiary data and payment information.

D.

Install an Insurance Data AppExchange package.

Salesforce Financial-Services-Cloud Summary

  • Vendor: Salesforce
  • Product: Financial-Services-Cloud
  • Update on: Jul 31, 2025
  • Questions: 168
Price: $52.5  $149.99
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