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Policyholder Digital Experience Site
Give your policyholders access to view and change important information about their account, policies, and billing options with the Policyholder Digital Experience site.
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 made with FlexCards that you can customize and activate to compile Lightning web components for use on the site. For more information on the components, see the Policyholder Digital Experience Site Component Catalog.
What Your User Can See in the Policyholder Site
The Policyholder site template contains two top-level pages:
-
Home
-
Policies
Home
When a policyholder logs into their Policyholder site, they land on the Home page.
On this page, your users can:
- See the plans they are enrolled in and view a statement for these plans.
When the enrollment window is open, users also have the option to enroll in a plan from here.
- See a list of their policies.
- See contact information for their agent
- Update account information
Policies
Your Policyholder site users have a policy record page for each of their policies.
On this page, your users can see all the policies they hold. They can click each policy to see its overview.
- Member Enrollment Business Process
After your organization has signed a contract for insurance services, you can enroll yourself and your family in medical, dental, and vision plans of your choice. We've created a simple process to show this can be done. Read on for details of how you can quickly enroll yourself.
