Self-Service for Request Insurance Proof Service Process
Give your customer community users access to the Request Insurance Proof service
process on a self-service portal, such as Financial Services Client Portal. When you make the
service processes available with a self-service portal, your customers can raise service process
requests at any time, from anywhere. Capture customer requests to submit an insurance proof
through a self-service channel.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited
Editions
Set Up Request Insurance Proof as a Self-Service Process Give your customer community users a self-guided process for requesting you to provide the proof of insurance by configuring a self-service portal from the Financial Services Client Portal template.
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