Summarize an insurance customer profile in Agentic Contact Center for Insurance

---
title: Summarize an insurance customer profile in Agentic Contact Center for Insurance
description: Generate an AI-powered summary of an insurance customer's profile and policy status in the Agentic Contact Center for Insurance Customer 360 page so that you can quickly understand the customer's insurance relationship before or during a service interaction.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/financial-services-operations/summarize-insurance-customer-profile.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 2
keywords: [insurance customer profile summarization, summarize insurance customer profile, insurance customer 360 customer summary, insurance customer profile and status, now assist insurance customer summary, insurance csr ai summary, agentic contact center insurance profile summary]
breadcrumb: [Using Agentic Contact Center for Insurance, Agentic Contact Center for Insurance, Insurance applications, Financial Services Operations \(FSO\)]
---

# Summarize an insurance customer profile in Agentic Contact Center for Insurance

Generate an AI-powered summary of an insurance customer's profile and policy status in the Agentic Contact Center for Insurance Customer 360 page so that you can quickly understand the customer's insurance relationship before or during a service interaction.

## Before you begin

Role required: sn\_ins\_csr.servicing\_agent, sn\_ins\_csr.claims\_agent

## About this task

The Insurance Customer Profile Summarization skill is used as part of Agentic Contact Center for Insurance to generate a concise and comprehensive overview of a customer's identity and insurance portfolio.

The summary is displayed in the **Customer summary** section of the Customer 360 page. When the Insurance Customer Profile Summarization skill is not activated, this section is not displayed. For information about activating the skill, see [Configure insurance customer profile summarization in ServiceNow Otto for FSO](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/configure-insurance-customer-profile-summarization.md).

\[Omitted image "insurance-c360-cust-summary.png"\] Alt text: Customer summary section with Profile and Status subsections generated by the Insurance Customer Profile Summarization skill.

## Procedure

1.  Navigate to **All** > **Financial Services Operations** > **Workspace**.

2.  Open a customer record to display the Customer 360 page.

    The **Customer summary** section displays an AI-generated summary of the customer's insurance profile with the following subsections:

    -   **Profile**: A brief overview of the customer and their active insurance policy types.
    -   **Status**: The current state of the customer's most relevant policy, including any overdue premiums or upcoming renewals.
    To provide feedback on the accuracy of the summary, select the thumbs up or thumbs down icon.


## What to do next

To get additional AI-powered insights about the customer's insurance details, select **Ask Otto** in the Customer 360 page. For more information, see [Generate customer insights in the Customer 360 page for Agentic Contact Center for Insurance](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/generate-insurance-customer-insights-customer-360.md).

**Related topics**  


[Configure insurance customer profile summarization in ServiceNow Otto for FSO](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/configure-insurance-customer-profile-summarization.md)

[Generate customer insights in the Customer 360 page for Agentic Contact Center for Insurance](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/generate-insurance-customer-insights-customer-360.md)