Give Independent Agents a Productivity Boost with a Feature-Rich Portal

Create a feature-rich portal for your independent insurance agents with the Insurance Agent Portal Lightning template. With a comprehensive view of clients’ policies, claims, life events, business milestones, and other related details, agents can stay organized, deepen client relationships, and better address client needs. Agents can use built-in Community Cloud and knowledge management features to share knowledge articles with other agents and insurance carriers.

Where: This change applies to Lightning Experience in Enterprise, Professional, and Unlimited editions that have Financial Services Cloud enabled.

Why: A dashboard with performance metrics, report charts, and action items helps agents monitor their goals and accomplishments, meet deadlines, and improve sales and service.

Portal for Independent Insurance Agents

How: Key Insurance features and all Insurance Lightning components are available and fully functional in the portal. From Setup, in the Quick Find box, enter All Communities, and then select All Communities. Click New Community and select the Insurance Agent Portal template. To grant users access to the Insurance objects and components, assign the Insurance Community User permission set.