Self Service for Cancel Insurance Policy Service Process
Give your customer community users access to the Cancel Insurance Policy service
process on a self-service portal, such as the Financial Services Client portal. When you make
the service process available with a self-service portal, your customers can raise service
process requests at any time, from anywhere.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions
where Financial Services Cloud is enabled
Set Up Cancel Insurance Policy as a Self-Service Process Configure a self-service portal using the Financial Services Client Portal template and give your customer community users a self-guided process to end their insurance policies.
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