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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