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Release: Australia · Updated: 2026-05-27 · Official documentation · View source

Components installed with Agentic Contact Center for Insurance

Review the roles and other components installed when you activate Agentic Contact Center for Insurance.

Roles installed

Role title \[name\]DescriptionContains roles
CSR Insurance Servicing Agent \[sn\_ins\_csr.servicing\_agent\]This role grants access to CSR agents for handling insurance service-related requests of consumers, using AI-assisted workspace. Users with this role can view and edit customer service cases within the scope of their granted access for case types, including cases created by other agents or submitted through the portal.- sn\_bom.account\_contributor - sn\_bom.consumer\_contributor
CSR Insurance Claims Agent \[sn\_ins\_csr.claims\_agent\]This role grants access to CSR agents for handling insurance claims-related requests of consumers, using AI-assisted workspace. Users with this role can view and edit consumer cases within the scope of their granted access for case types, including cases created by other agents or submitted through the portal.- sn\_ins\_claim\_indl.fnol\_representative - sn\_ins\_gen\_claim.fnol\_representative - sn\_ins\_claim\_pers.fnol\_representative - sn\_ins\_claim\_cml.fnol\_representative

Parent Topic:Agentic Contact Center for Insurance reference