Group Benefits Broker Digital Experience Site

Your network of agents and brokers who sell your insurance products need access to specific features and functions to service their accounts. The Broker Experience site on the Experience Cloud can give them that access.

Tip To use the Broker Experience template, you must install the Insurance FSC Unmanaged Package.

You can brand the components with your colors, fonts, logo, and other styles. You can also customize the substance of the components by adding or removing data, changing the data source, adding new elements, and more. To learn how, see Digital Experience Site Component Customization Overview.

After you've customized the components, you can set up your site. To learn how, see Create Your Experience Site.

Important

We recommend that you use the Experience Builder to create and save your own custom template for your Broker Experience.

The rest of this topic describes the out-of-the-box Broker Experience site.

Note Digital Experience templates don't include Winter ’24 features. To use Winter ’24 features, assign Broker or HR Portal users permission sets and configure your portal to provide access new features. Large Group Enrollment isn't supported on Broker or HR Portal sites.

What Agents and Brokers Can Do in the Broker Site

We've created an out-of-the-box Broker Experience site for you to refer, modify and even extend to make it your own. When a broker logs in to the site, they see the Home Page.

From this page, brokers can:

See a snapshot of their book of business
See a list of recent renewals
See an overview of their accounts
Create a quote
See the total enrollment by plan

Manage Accounts

A broker can click the Account tab to see and manage their accounts. The Accounts page looks like this:

Illustrates the Accounts tab on the broker Experience site.

Broker can do the following things on this page:

Sort and filter the list of accounts
Search for a specific account or accounts
Click an account to see details

The Account detail page looks like this:

Brokers can do the following things on this page:
- View quotes attached to this account
- View policies attached to this account
- View account details
- View related records
- Do things available on the Actions panel
- See recent activity for the account on the Account panel

Manage Existing Policies

A broker can click the Policies tab to view, update, and manage existing policies. The Policies page looks like this: