Challenge
Agents lacking centralized access to policy information, commission statements, marketing materials, and training resources.
Solution
Create comprehensive agent portal in Experience Cloud with policy lookup, commission tracking, resource library, and training modules.
Key Outcomes
- Centralized agent resource platform
- Self-service policy and commission access
- Digital training and certification
- Enhanced agent satisfaction
Tags
agent-managementpartner-portalinsuranceexperience-cloudself-service
Implementation Timeline
14-18 weeks
High Complexity