Request Insurance Proof Service Process

Your customers can use the Request Insurance Proof service process to request proof of insurance through a straightforward and simplified process.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

Setup and Configure the Request Insurance Proof Service Process
Use the Service Process Studio to enable the Request Insurance Proof service process to give your reps a simplified process for requesting ‌a proof of insurance.
Submit an Insurance Proof Request
Customers can independently request ‌proof of insurance through self-service portals, or service reps can initiate the request for the customers.
Self-Service for Request Insurance Proof Service Process
Give your customer community users access to the Request Insurance Proof service process on a self-service portal, such as Financial Services Client Portal. When you make the service processes available with a self-service portal, your customers can raise service process requests at any time, from anywhere. Capture customer requests to submit an insurance proof through a self-service channel.

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