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SharePoint Template for Insurance
Crisis mode, claims procedures and FAQs in a single portal.
Crisis-mode hero band, quick link cards, FAQ accordion, claims operations KPIs and company news.
Sector
Insurance
- Demo brand
- Meridian Assurance
- Site type
- Employee portal
- Pages
- 4
- Technology
- SharePoint Online
Demo
Explore the template live
This is the real layout demo, with a fictional brand. Navigate between pages, open menus and test it at different screen sizes.
meridianassurance.sharepoint.com/sites/intranet
Interactive demo Navigation inside the demo is live: browse the news, department and contacts pages exactly as you would in SharePoint.
A SharePoint Online template for insurers and brokers. It pairs a crisis activation banner (weather events, claim surges) with underwriting and claims procedures, FAQs and near real-time operational indicators.
Who It's For
- Operations and claims leadership
- Claims handlers and underwriters
- Compliance, actuarial and the sales network
What We Do
- Crisis-mode hero band for high-claim events
- Quick link cards to underwriting, claims and loss adjusting
- FAQ accordion for recurring product questions
- Operations KPIs: open claims, average handling time and backlog
Outcomes
- Coordinated response during claim surges
- Fewer escalations over procedural questions
- Procedures aligned with insurance regulator requirements
Technologies
- SharePoint Online
- Microsoft 365
- Viva Connections
- Microsoft Teams
Region: Portugal (Porto, Lisbon) and Europe
Sections
What is included
Sections and web parts that make up this SharePoint landing page.
Crisis-mode hero band for high-claim events
Quick link cards to underwriting, claims and loss adjusting
FAQ accordion for recurring product questions
Operations KPIs: open claims, average handling time and backlog
Corporate news and regulatory alerts
Directory of loss adjusters and account managers
Audience
Who it was designed for
- Operations and claims leadership
- Claims handlers and underwriters
- Compliance, actuarial and the sales network
Impact
What changes after go-live
- Coordinated response during claim surges
- Fewer escalations over procedural questions
- Procedures aligned with insurance regulator requirements
Structure
Pages included
Every template ships with the landing page plus three supporting pages, already wired into the navigation.
Customisation
Your brand, this layout
The layout you are viewing uses the fictional brand Meridian Assurance. During implementation we apply your company colours, typography, logo and photography, and adapt section names and navigation to your organisation.
- Colours, typography and logo from your visual identity
- Section names, departments and navigation tailored to you
- Initial content prepared with your communications team
- Published in your Microsoft 365 tenant, with data in the EU
Implemented in Portugal
AvantIT implements this intranet from Matosinhos, Porto, for clients nationwide and across Europe. On-site meetings in Greater Porto and Greater Lisbon, or fully remote.
PortoMatosinhosLisboaBragaAveiroCoimbra
FAQ
Frequently asked questions
What does the SharePoint template for Insurance include?
It includes the intranet landing page plus three supporting pages (news, department and contacts), with crisis-mode hero band for high-claim events, quick link cards to underwriting, claims and loss adjusting, faq accordion for recurring product questions and the remaining sections visible in the demo. Everything is built from native SharePoint Online web parts.
Can we use this template with our own brand?
Yes. The example uses the fictional brand Meridian Assurance; during implementation we apply your colours, typography, logo and photography, and adapt sections and navigation to your organisation.
Can crisis mode be restricted to a few people?
Yes. In our implementation the crisis banner is driven by a permission-restricted SharePoint list: only the business continuity team can switch it on, and every change is captured in the audit log.
How much does this Insurance intranet cost and how long does it take?
An intranet based on a catalog template goes live in 2 to 4 weeks. Investment depends on the number of sites, the volume of content to migrate and the integrations needed — we send a fixed proposal after a 30-minute scoping session.
Catalog
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View templateWant this intranet for Insurance?
Book 30 minutes with our team. We show the template with your brand and scope the implementation.