You are here:
Submit an Insurance Proof Request
Customers can independently request proof of insurance through self-service portals, or service agents can initiate the request for them.
| REQUIRED EDITIONS |
| Available in: Lightning Experience in Professional, Enterprise, and Unlimited editions where Financial Services Cloud license is enabled with FSC Insurance add-on. |
| USER PERMISSIONS NEEDED | |
| To create profiles: | Manage Profiles and Permission Sets |
-
On the Person Account record page for the client, in the action launcher, click Request Insurance Proof.
If you're a policyholder, log in to Community Portal, and in the action launcher, click Request Insurance Proof.
-
Select a policy, and click Next.
To view the list of insurance policies associated with a particular insurance type, select the insurance type from the Filter by Insurance Type dropdown, and click View Policies.
- Select an asset or participant, and click Next.
-
Review the insurance proof request summary, and click Submit.
The insurance proof request is successfully submitted. A case is created and an email is sent with the case details.
When a case is created, the request fulfillment automatically begins to process the request. When it's complete, an email with an attachment of the Proof of Insurance is sent to the policyholder. Also, the Proof Of Insurance is attached to the case.
If an email is not received within 24 hours, the policyholder can call the customer care agent and request for proof of insurance.
Did this article solve your issue?
Let us know so we can improve!
