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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
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.
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