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Insurance Account Actions Component
Quickly provide your Policyholder site users with links to common account management tasks with the Insurance Account Actions component.
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FlexCard: insManageAccount_nds
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LWC: cfInsManageAccount_nds
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Label: Insurance Manage Account Newport
This component is designed for desktop. Looking for the Insurance Account Actions component designed for mobile? Read Mobile Insurance Account Actions Component.
Here's what the Insurance Account Actions component looks like when it's rendered in the Policyholder site:
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Text label:
Manage Account
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Actions that launch pre-defined OmniScripts:
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View Billing Info
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Update Contact Method
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Print ID Cards
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Change Address
TipYou can customize these actions to open different OmniScripts.
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What Your Users Can Do on this Component
Policyholder Experience users can use the links in the Account Actions component to update their personal information and preferences. Your users are also linked to other common tasks like printing ID cards or viewing billing information.
FlexCard Structure
This FlexCard contains many elements, including:
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Text element that contains default text:
Manage Accounts
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Action elements that launch OmniScripts
You can add, remove, and change any of these elements based on what you want your users to see. To learn how see Add Elements to a FlexCard. Other good topics to read to learn about how this FlexCard works include FlexCards Display Elements Reference, FlexCards Menu Properties, and FlexCards Action Properties.
Many of the elements of this card contain Custom CSS styles. You can make changes to these styles to create a different look and feel. To learn how to work with Custom CSS in FlexCards, see Apply Custom CSS to a FlexCard Element .
