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Insurance
My Claims Page

My Claims Page

Your policyholders have a list view of the claim records associated with their policy.

On this page, your policyholders can:

  • See a summary of all claims.

  • Refine the list view by using a search keyword such as the claim number to filter the claims.

  • View a claim record in detail by clicking the claim number.

My Claims page of the Insurance Policyholder Portal
 
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Salesforce Help | Article