Use the Group Benefits App

Your Salesforce admin customizes the app to suit your business requirements, so your app pages can look different than our examples.

Home Page

Get quick access to active accounts, opportunities, quotes, and contracts. Easily navigate to related insurance policies, products, and contacts. Track your performance and manage your task list.

Create Quotes

Walk through the steps to create a quote for a small group plan. Enter broker and account information. Upload a census or enter census summary information, and then modify census member and dependent details as needed. Select insurance plans and configure plan attributes. After your quote is created, create a quote document.

Enroll Members in Plans

Walk through the steps to enroll group members and dependents in selected insurance plans. Manage enrollment census data and complete enrollment.

From the home page, click the menu to navigate to record pages such as accounts, opportunities, and quotes.

• Create a Small Group Quote in the Group Benefits App
  Walk through the steps to upload census data for a small group plan, create a quote, and generate a quote document.
• Complete Enrollment in the Group Benefits App
  Walk through the steps to enroll group members and dependents in selected insurance plans.