What is a Portal?
- A portal is a customer-facing site that can be used to sell insurance products.
After clicking on ‘Create New Portal’ and assigning a location and URL, the portal builder will be populated. This is where various aspects of the portals can be customized or modified, including:
- Portal Appearance
- Modifying the custom URL
- Programs and Lines that are viewable in the portal
- Assignment of carrier codes to support instant quoting
- Configuration (used for capturing Segment data)
- Footer Content
All portals that have been created within your organization can be accessed via the ‘Portals’ tab in the top navigation bar. Clicking on this tab will populate a list of portals. You can search for a specific portal using the search bar, or create a new portal by clicking ‘Create New Portal.’
Each portal that is created will be assigned to a specific location. This location controls which internal users will have access to leads that are created via the portal. If a user’s profile has access to a location, they will see that location’s assigned leads. Note: Admin users have access to all locations.