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Insurance
User Personas for Property & Casualty

User Personas for Property & Casualty

We've defined users in the org so you can run through examples of each business process to see how it functions. Each user has access to one or more applications where they work.

Each user persona uses either an application or a portal.

Persona

Application

User

Broker or Agent

Vlocity Broker Portal

Larry Sullivan

End Customer

Vlocity Customer Portal

Ernie Newton

Internal Service Rep, Underwriter

Vlocity Insurance Console, Vlocity Policy Administration

Kevin Under

Claims Adjuster

Vlocity Claims

Ed Brown

Vlocity Admin

All applications

 
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