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Create an Insurance Policyholder Portal
Work with a Financial Services Experience Builder template to create a self-service portal for your customers. Perform initial setup and branding, configure components, and then deploy a working portal to your sandbox.
| REQUIRED EDITIONS |
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited editions where Financial Services Cloud license is enabled with FSC Insurance add-on. |
| USER PERMISSIONS NEEDED | |
| To create an Insurance Policyholder Portal | Create and Set Up Experiences AND View Setup and Configuration |
| To customize an Insurance Policyholder Portal | Be a member of the portal AND Create and Set Up Experiences OR Be a member of the portal AND View Setup and Configuration AND an Experience Cloud admin, publisher, or builder in that portal |
From the Financial Services site template, configure pre-built components that allow policyholders to:
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View policy and claim summaries.
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Drill down to view details of policies and claim records.
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Upload relevant documents for claims.
Policyholders can launch any of these pages from the portal home page.
Use Experience Builder to configure, brand, and customize the Home page and pre-built components.
Use Content Management and Moderation to set up the Knowledge Base.
Use the checklist as a guide to perform Experience Cloud site setup tasks, to brand the home page, and to update component properties.
Work with the home page to personalize your Experience Cloud site.
