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          Set Up Digital Health Insurance

          Set Up Digital Health Insurance

          Configure a guided, AI-powered quoting experience that enables brokers to discover, compare, and rate insurance plans within a single workflow—reducing manual processes, improving quote accuracy, and accelerating time-to-quote while driving higher broker productivity and adoption.

          Required Editions

          Available in: Lightning Experience

          Available in: Enterprise and Unlimited Editions with Health Cloud, Digital Insurance, and Agentforce for Health Cloud add-on licenses

          Before you set up Digital Health Insurance, make sure to:

           
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          Salesforce Help | Article