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            Create a Portal for Agents

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Create a Portal for Agents

            Use the Insurance Agent Portal Lightning template to create a portal for your independent insurance agents. Key Insurance features and all Insurance Lightning components are available and fully functional in the Insurance Agent Portal template.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. From Setup, in the Quick Find box, enter Digital Experiences, and then select All Sites.
            2. Click New.
            3. Select the Insurance Agent Portal template, and click Get Started.
            4. Enter a Name and a URL for the portal, and click Create.
            5. Click Builder.
            6. Customize the portal to suit your business needs, preview the customized portal, and then publish it.
             
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