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Set Up a Portal for Independent Insurance Agents
Create a feature-rich portal for your independent insurance agents. A dashboard with performance metrics, report charts, and action items helps agents monitor their goals and accomplishments, meet deadlines, and improve sales and service. With a comprehensive view of clients’ policies, claims, life events or business milestones, and other related details, agents can stay organized, deepen client relationships, and better address client needs. Agents can use built-in Experience Cloud and knowledge management features to share knowledge articles with other agents and insurance carriers.
- Create a Portal for Agents
Use the Insurance Agent Portal Lightning template to create a portal for your independent insurance agents. Key Insurance features and all Insurance Lightning components are available and fully functional in the Insurance Agent Portal template. - Grant Users Access to the Portal
To access the features available in the portal, users need the Financial Services Community User permission set. - Grant Users Access to Producer and Insurance Policy Records
To view the metrics and charts on the portal home page, portal users need access to records in the Producer and Insurance Policy objects.
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