What is a Storefront?
- A storefront is a customer-facing portal that can be used to sell insurance products.
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
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.’
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.
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