Use Agent assist to view associated claims

View the associated claims and relevant knowledge articles by using the Agent assist contextual search. You can find related information on your Individual Life Claims case to assist in understanding and completing your case.

시작하기 전에

Role required: sn_ins_claim_indl.fnol_representative, sn_ins_claim_indl.manager, sn_ins_claim_indl.dbn_viewer, sn_ins_claim_indl.dbn_adjuster

프로시저

1. Navigate to All > Financial Services Operations > Workspace.
2. Select the lists icon ().
3. Open the task from the case playbook or the Individual death claim tasks list.

   Option	Steps
   From the case playbook	On the Lists tab, under Individual death claim cases, open the case list. In the list, select the case that contains the adjuster task.
   From the Individual death claim tasks list	On the Lists tab, under Individual death claim tasks, select All. In the list, select the task that you want to open.

4. Select the Agent assist icon () to use the feature.
   For more information about Agent assist, see Agent assist.