Learn About the Insurance Policyholder Portal

The Insurance Policyholder Portal is a self-service portal that empowers policyholders to manage their insurance accounts conveniently and independently. On this portal, your policyholders can access policy details, review coverage options, submit claims, and track the progress of the claims from the comfort of their devices. The portal offers transparency and efficiency in managing their insurance matters. The portal layouts are designed to primarily cater to the personal lines insurance use cases.

REQUIRED EDITIONS

Available in: Lightning Experience in Professional, Enterprise, and Unlimited editions where Financial Services Cloud license is enabled with FSC Insurance add-on.

What Your Users See in the Portal

• Portal Home Page

• My Policies Page

• Policy Record Page

• My Claims Page

• Claim Record Page

Perform these tasks to set up the Insurance Policyholder Portal.

• Portal Home Page
  Yor policyholders have a summary of their policies.
• My Policies Page
  Your policyholders have a list view of their policies.
• Policy Record Page
  Your policyholders have a policy record page for each of their policies.
• My Claims Page
  Your policyholders have a list view of the claim records associated with their policy.
• Claim Record Page
  Your policyholders have a claim record page for each of their claims.