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Policy Record Page
Your policyholders have a policy record page for each of their policies.
On this page, your policyholders can:
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See the overview of the policy.
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View the status of the policy.
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View root-level coverages of the policy.
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View policy asset details.
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Use quick links to perform tasks in the context of the page. For example, they can add a claim, modify coverages, or cancel a policy in the record page.
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View agent or producer details.
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Send a message to the agent or producer.
Note The self-service portal has only single-currency support. You must configure multi-currency support, if required.
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