Loading
Prepare for Email to Become the Default Login ExperienceRead More
The online Trailblazer Community becomes read-only Oct 30, 2026Read More
Important Advisory: iOS Update Impacting CG Mobile ApplicationRead More
Insurance
Policyholder Digital Experience Site Policies Page

Policyholder Digital Experience Site Policies Page

Your Policyholder site users have a policy record page for each of their policies.

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

The Policies page of the Policyholder site template.

On this page, your users can:

  • See an overview of the policy

  • View open claims for the policy

    If open claims exist, the claim name is a link to the claim record page

  • View recent transaction for the policy

  • See details about insured items or parties

  • Update policy information

Note
Note

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

Note
Note

The Policies FSC page mimics the look and functionality of the Policies page but uses a Policy Details component designed for FSC policies.

 
Loading
Salesforce Help | Article