Portal 101

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What is a Portal?

  • A portal is a customer-facing site that can be used to sell insurance products. 

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Portal Setup

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 (products) that are viewable in the portal
  • Assignment of carrier codes to support instant quoting (available to agency-type users)
  • Configuration
  • Footer Content 

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Portal Search

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.’


Locations

For agency-type users only - 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.

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