Storefront 101

What is a Storefront?

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

Storefront Setup

After clicking on ‘Create New Storefront’ and assigning a storefront location and URL, the storefront builder will be populated. This is where various aspects of the storefronts can be customized or modified, including:

• Storefront Appearance
• Modifying the custom URL
• Programs and Lines that are viewable in the storefront
• Assignment of carrier codes to support instant quoting
• Configuration (used for capturing Segment data)
• Footer Content 

Storefront Search

All storefronts that have been created within your organization can be accessed via the ‘Storefronts’ tab in the top navigation bar. Clicking on this tab will populate a list of storefronts. You can search for a specific storefront using the search bar, or create a new storefront by clicking ‘Create New Storefront.’

Locations

Each storefront 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 storefront. 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.