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Set Up the Insurance Policyholder Portal
Set up the Insurance Policyholder Portal using the Financial Services template in Experience Cloud and configure the self-service capabilities.
To set up the insurance policyholder portal:
- Create a Customer Community User Profile
To control access to Insurance features, create a profile for portal users with the appropriate permissions by cloning a community user profile. - Create Portal Users
Create portal users for the Insurance Policyholder Portal. - Assign a Permission Set to Portal Users
Create and assign a permission set for portal users to grant the license and permissions they need to access the Insurance Policyholder Portal. - Grant Portal Users Required User and Object Permissions
Grant your portal users the needed user and object permissions to create service requests, schedule appointments, and browse knowledge articles in the Insurance Policyholder Portal. - 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. - Experience Cloud Site Setup Checklist for Insurance
Use this checklist as a guide to perform Experience Cloud site setup tasks, to brand the home page and to update component properties. - Configure Self-Service Capabilities
Use the Experience Builder components and Workspaces in the Financial Services template to set up the self-service capabilities.
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