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Insurance
My Policies Page

My Policies Page

Your policyholders have a list view of their policies.

On this page, your policyholders can:

  • See a summary of all the policies.

  • Refine the list view by using a search keyword such as the policy name to filter the policies.

  • View a policy record in detail by using the policy name.

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