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          Policyholder Digital Experience Site Home Page

          Policyholder Digital Experience Site Home Page

          When a policyholder logs into their Policyholder site, they land on the Home page.

          Out of the box, the Home page looks like this:

          Home page of the Policyholder site template

          On this page, your users can:

          • See recent activity on their account

          • See a list of their policies

            If policies exist, the policy name is a link to the policy record page

          • View opens claims for their account

            If a claim exists, the claim name is a link to the claim record page

          • See contact information for their agent

          • Click links to helpful articles

          • Update account information

          • Click links to OmniScripts or websites

          Note
          Note

          Remember, you must customize these components for your own Policyholder site.

           
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          Salesforce Help | Article