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            Policyholder Digital Experience Site Component Catalog

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            Policyholder Digital Experience Site Component Catalog

            The Policyholder site contains a bunch of components to get you started with providing your policyholders with functionality they can use to self-manage some parts of their policies.

            These components are FlexCard based. They are created for use in the Policyholder site. These components are made with FlexCards that you can customize and activate to compile Lightning web components for use on the site.

            Some of these components call data sources, such as:

            • Omnistudio Data Mappers

            • Integrations Procedures

            • Insurance Services

            All of these data sources come out-of-the-box with Vlocity Insurance. The data sources are listed in the tables below.

            Additionally, some components use Einstein Strategy Services which you need to configure for your org. Learn more about Einstein Strategy Services here.

            Policyholder Home Page

            Component

            Designed for Desktop, Mobile or Both?

            Data Source Called

            What it Does

            Insurance Account Actions Component

            Desktop

            N/A

            Quickly provide your Policyholder site users with links to common account management tasks with the Insurance Account Actions component.

            Mobile Insurance Account Actions Component

            Mobile

            N/A

            Quickly provide your mobile Policyholder site users with links to common account management tasks with the Mobile Insurance Account Actions component.

            Insurance Articles Component

            Both

            Data source called in child component

            Show your Policyholder site users interesting and relevant articles to help keep them up-to-date on the latest news about your company with the Insurance Articles Component.

            Insurance Articles Child Component

            Both

            Einstein Strategy Service:

            getNBARecommendations

            Show your Policyholder site users articles that they might find helpful and interesting with the Insurance Articles Child component. It's a child component that sits inside of the Insurance Articles container component.

            Insurance Footer Component

            Desktop

            N/A

            Provide your Policyholder site users with links to helpful resources with the Insurance Footer component. We have included placeholder links that you can replace with your own links.

            Mobile Insurance Footer Component

            Mobile

            N/A

            Provide your mobile Policyholder site users with links to helpful resources with the Mobile Insurance Footer component. We have included placeholder links that you can replace with your own links.

            Insurance Home Header Component

            Desktop

            Data Mapper:

            InsExtractAccountDetails

            Welcome your user to their own personalized Policyholder site with the Insurance Home Header component.

            Mobile Insurance Home Header Component

            Mobile

            Data Mapper:

            InsExtractAccountDetails

            Welcome your mobile user to their own personalized Policyholder site with the Mobile Insurance Home Header component.

            Insurance Open Claims Component

            Desktop

            Data source called in child component

            Show your Policyholder site users a snapshot of their open claims, and link them to additional information about the claims with the Insurance Open Claims component.

            Mobile Insurance Open Claims Component

            Mobile

            Data source called in child component

            Show your mobile Policyholder users a snapshot of their open claims, and link them to additional information about the claims, with the Mobile Insurance Open Claims component.

            Open Claims Child Component

            Desktop

            Data Mapper: InsReadAccountPolicyClaims

            Use the Insurance Open Claims Child component to show your Policyholder site users a snapshot of their open claims, and link them to additional information about the claims. It's a child component that sits inside of the Insurance Open Claims container component.

            Mobile Insurance Open Claims Child Component

            Mobile

            Data Mapper: InsReadAccountPolicyClaims

            Use the Mobile Insurance Open Claims Child component to show your Policyholder site users a snapshot of their open claims, and link them to additional information about the claims. It's a child component that sits inside of the Mobile Insurance Open Claims container component.

            Insurance Policy List Component

            Desktop

            Data source called in child component

            Show your Policyholder site users a list of insurance policies they have with the Insurance Policy List component. It's a container component that displays a label and a list of policies in the Insurance Policy List Child component.

            Mobile Insurance Policy List Component

            Mobile

            Data source called in child component

            Show your mobile Policyholder site users a list of insurance policies they have with the Mobile Insurance Policy List component. It's a container component that displays a label and a list of policies in the Mobile Insurance Policy List Child component.

            Insurance Policy List Child Component

            Desktop

            Data Mapper: InsReadAccountPolicies

            Display a list of insurance policies your Policyholder site users have with the Insurance Policy List Child component. It's a child component that sits inside of the Insurance Policy List component container and displays information about all of the policies the user has.

            Mobile Insurance Policy List Child Component

            Mobile

            Data Mapper: InsReadAccountPolicies

            Display a list of insurance policies your mobile Policyholder site users have with the Mobile Insurance Policy List Child component. It's a child component that sits inside of the Mobile Insurance Policy List component container and displays information about all of the policies the user has.

            Insurance Policy List Flyout Component

            Both

            N/A

            Show your Policyholder site users a breakdown of the policy premium, taxes, and fees right on the policy list with the Insurance Policy List Flyout Component. The Insurance Policy List Flyout component is a child of the Insurance Policy List, Mobile Insurance Policy List, and Insurance Policy Details components.

            Insurance Policy List Icons Component

            Both

            N/A

            Display an icon of your choice to denote the type of policy on the Insurance Policy List with the Insurance Policy List Icons component. It's a child component that sits inside of the Insurance Policy List container component.

            Insurance Recent Activity Component

            Desktop

            Data source called in child component

            Show your Policyholder site users a snapshot of the recent activity on their policies with the Insurance Recent Activity component.

            Mobile Insurance Recent Activity Component

            Mobile

            Data source called in child component

            Show your mobile Policyholder site users a snapshot of the recent activity on their policies with the Mobile Insurance Recent Activity component.

            Insurance Recent Activity Child Component

            Desktop

            Integration Procedure: InsAccount_GetStories

            Show your Policyholder site users a snapshot of their recent activity with the Insurance Recent Activity Child component . It's a child component that sits inside of the Insurance Recent Activity container component.

            Mobile Insurance Recent Activity Child Component

            Mobile

            Integration Procedure: InsAccount_GetStories

            Show your mobile Policyholder site users a snapshot of their recent activity with the Mobile Insurance Recent Activity Child component . It's a child component that sits inside of the Mobile Insurance Recent Activity container component.

            Your Agent Component

            Both

            Data Mapper: InsReadAccountContactDetails

            Your Policyholder site users can view details and contact their agent from the Your Agent component.

            Policyholder Policies Page

            Component

            Designed for Desktop, Mobile, or Both?

            Data Source Called

            What it Does

            Insurance Manage Policy Component

            Desktop

            Data Mapper:

            InsGetPolicyDetails

            Quickly provide your Policyholder site users with links to common policy management tasks with the Insurance Manage Policy component.

            Mobile Insurance Manage Policy Component

            Mobile

            Data Mapper:

            InsGetPolicyDetails

            Quickly link your mobile Policyholder site users to common policy management tasks with the Mobile Insurance Manage Policy component.

            Insurance Policy Claims Component

            Both

            Data source called in child component

            Show your Policyholder site users a snapshot of their open claims on a policy and link them to additional information about the claims with the Insurance Policy Claims component.

            Insurance Policy Claims Child Component

            Both

            Data Mapper:

            InsGetPolicyClaimList

            Use the Insurance Policy Claims Child component to show your Policyholder site users a snapshot of their open claims on a policy and link them to additional information about the claim. It's a child component that sits inside of the Insurance Policy Claims container component.

            Insurance Policy Details Component

            Both

            Insurance Service:

            InsuranceAssetHandler:getPolicyDetails

            Show your Policyholder site users details about insured items associated with their policy with the Insurance Policy Details component.

            FSC Insurance Policy Details Component

            Both

            Insurance Service:

            InsPolicyService:getPolicyDetails

            Show your Policyholder site users details about insured items associated with their FSC policy with the FSC Insurance Policy Details component.

            Insurance Policy Header Component

            Desktop

            Data Mapper:

            InsGetPolicyDetails

            Display the policy name and key policy data for your Policyholder site users with the Insurance Policy Header Component.

            Mobile Insurance Policy Header Component

            Mobile

            Data Mapper:

            InsGetPolicyDetails

            Display the policy name and key policy data for your mobile Policyholder site users with the Mobile Insurance Policy Header Component.

            Insurance Policy Overview Component

            Both

            Data Mapper:

            InsGetPolicyDetails

            Show your Policyholder site users key information about their policy with the Insurance Policy Overview Component.

            Insurance Policy Transaction Component

            Both

            Data source called in child component

            Show your Policyholder site users recent transactions on their policy with the Insurance Policy Transaction component. It's a container component that displays a label and a list of transactions in the Insurance Policy Transaction Child component.

            Insurance Policy Transaction Child Component

            Both

            Data Mapper:

            InsGetPolicyTransactionsList

            Display a list of recent transactions on a policy to your Policyholder site users with the Insurance Policy Transaction Child component. It's a child component that sits inside of the Insurance Policy Transactions container component.

            Policyholder Billing Page

            Component

            Designed for Desktop, Mobile, or Both?

            Data Source Called

            What it Does

            Insurance Billing Description Component

            Both

            Data Mapper:

            InsExtractAccountBillingDetails

            Show your Policyholder site users an overview of their billing information with the Insurance Billing Description component.

            Insurance Billing Description Child Component

            Both

            Data Mapper:

            InsExtractAccountBillingDetails

            Use the Insurance Billing Description Child component to show your Policyholder site users an overview of their billing information, and link them to additional information about their billing account. It's a child component that sits inside of the Insurance Billing Description container component.

            Insurance Billing Header Component

            Desktop

            Data Mapper:

            InsExtractAccountBillingDetails

            Display a Billing info label and the policyholder's name for your Policyholder site users with the Insurance Billing Header component.

            Mobile Insurance Billing Header Component

            Mobile

            Data Mapper:

            InsExtractAccountBillingDetails

            The Mobile Insurance Billing Header component displays a Billing Info label and the policyholder's name for your mobile Policyholder site users.

            Insurance Billing Strategy Child Component

            Both

            Einstein Strategy Service:

            getNBARecommendations

            Provide your Policyholder site users with billing option strategies to help them manage their accounts with the Insurance Billing Strategy Child component. The Insurance Billing Strategy Child component sits inside of the Insurance Billing Description component.

            Insurance Billing Transaction Component

            Both

            Data Mapper:

            InsGetPolicyTransactionDetails

            Your Policyholder site users can view a summary of previous transactions on their account on the Insurance Billing Transactions component.

            Insurance Policy Billing Child Component

            Both

            Data Mapper:

            InsGetPolicyTransactionDetails

            Show your Policyholder site users an overview of the amount due for their policies with the Insurance Policy Billing Child component. The Insurance Policy Billing Child component sits inside of the Insurance Billing Description Child component container.

            What's Next?

            Ready to get started? Read Set Up Your Digital Experience Site.

            • Mobile Insurance Account Actions Component
              Quickly provide your mobile Policyholder site users with links to common account management tasks with the Mobile Insurance Account Actions component. The Mobile Insurance Account Actions component sits inside of the Mobile Insurance Header component.
            • Insurance Account Actions Component
              Quickly provide your Policyholder site users with links to common account management tasks with the Insurance Account Actions component.
            • Insurance Articles Component
              Show your Policyholder site users interesting and relevant articles to help keep them up-to-date on the latest news about your company with the Insurance Articles Component.
            • Insurance Billing Description Component
              Show your Policyholder site users an overview of their billing information with the Insurance Billing Description component.
            • Insurance Billing Header Component
              The Insurance Billing Header component displays a Billing info label and the policyholder's name for your Policyholder site users.
            • Mobile Insurance Billing Header Component
              The Mobile Insurance Billing Header component displays a Billing info label and the policyholder's name for your mobile Policyholder site users.
            • Insurance Billing Transaction Component
              Your Policyholder site users can view a summary of previous transactions on their account on the Insurance Billing Transactions component.
            • Insurance Footer Component
              Provide your Policyholder site users with links to helpful resources with the Insurance Footer component. We have included placeholder links that you can replace with your own links.
            • Mobile Insurance Footer Component
              Provide your mobile Policyholder site users with links to helpful resources with the Mobile Insurance Footer component. We have included placeholder links that you can replace with your own links.
            • FSC Insurance Policy Details Component
              Show your Policyholder site users details about insured items associated with their FSC policy with the FSC Insurance Policy Details component.
            • Insurance Home Header Component
              Welcome your user to their own personalized Policyholder site with the Insurance Home Header component.
            • Mobile Insurance Home Header Component
              Welcome your mobile user to their own personalized Policyholder site with the Mobile Insurance Home Header component.
            • Insurance Manage Policy Component
              Quickly provide your Policyholder site users with links to common policy management tasks with the Insurance Manage Policy component.
            • Mobile Insurance Manage Policy Component
              Quickly link your mobile Policyholder site users to common policy management tasks with the Mobile Insurance Manage Policy component.
            • Insurance Open Claims Component
              Show your Policyholder site users a snapshot of their open claims, and link them to additional information about the claims with the Insurance Open Claims component.
            • Mobile Insurance Open Claims Component
              Show your mobile Policyholder users a snapshot of their open claims, and link them to additional information about the claims with the Mobile Insurance Open Claims component.
            • Insurance Policy Claims Component
              Show your Policyholder site users a snapshot of their open claims on a policy and link them to additional information about the claims with the Insurance Policy Claims component.
            • Insurance Policy Details Component
              Show your Policyholder site users details about insured items associated with their policy with the Insurance Policy Details component.
            • Insurance Policy Header Component
              Display the policy name and key policy data for your Policyholder Experience site users with the Insurance Policy Header Component.
            • Mobile Insurance Policy Header Component
              Display the policy name and key policy data for your mobile Policyholder site users with the Mobile Insurance Policy Header Component.
            • Insurance Policy List Component
              Show your Policyholder site users a list of insurance policies they have with the Insurance Policy List component. It's a container component that displays a label and a list of policies in the Insurance Policy List Child component.
            • Mobile Insurance Policy List Component
              Show your mobile Policyholder site users a list of insurance policies they have with the Mobile Insurance Policy List component. It's a container component that displays a label and a list of policies in the Mobile Insurance Policy List Child component.
            • Insurance Policy List Flyout Component
              Show your Policyholder site users a breakdown of the policy premium, taxes, and fees right on the policy list with the Insurance Policy List Flyout Component. The Insurance Policy List Flyout component is a child of the Insurance Policy List, Mobile Insurance Policy List, and Insurance Policy Details components.
            • Insurance Policy Overview Component
              Show your Policyholder site users key information about their policy with the Insurance Policy Overview Component.
            • Insurance Policy Transaction Component
              Show your Policyholder site users recent transactions on their policy with the Insurance Policy Transaction component. It's a container component that displays a label and a list of transactions in the child component.
            • Insurance Recent Activity Component
              Show your Policyholder site users a snapshot of the recent activity on their policies with the Insurance Recent Activity component.
            • Mobile Insurance Recent Activity Component
              Show your mobile Policyholder site users a snapshot of the recent activity on their policies with the Mobile Insurance Recent Activity component.
            • Your Agent Component
              Your Policyholder site users can view details and contact their agent from the Your Agent component.
             
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