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          Portal Home Page

          Portal Home Page

          Yor policyholders have a summary of their policies.

          On this page, your policyholders can:

          • View a list of their policies along with the policy number, policyholder name, expiration date, and the policy name of each policy.

          • Click the policy name to view the policy record page.

          • Review helpful FAQs to get answers quickly to guide their journey.

          • Submit feedback about their experience with surveys.

          • Perform quick actions by using the Action Launcher component.

          Note
          Note The quick actions are placeholder links that work within the context of the page. Use these links to configure custom functions.
          Home page of the Insurance Policyholder Portal
           
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          Salesforce Help | Article