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Insurance
Add an Insurance Benefits Eligibility Definition to an Account.

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Add an Insurance Benefits Eligibility Definition to an Account.

To associate an Insurance Benefits Eligibility definition with a specific record, add the definition to the account related list.

Required Editions

Available in: Lightning Expereince
Available in: Professional, Enterprise, and Unlimited Editions where Financial Service Cloud and Insurance Brokerage are enabled
User Permissions Needed
To use benefit eligibility definitions: Insurance Policy Management User
  1. From the App Launcher, find and select Accounts, and then select the account for which you want to add an Insurance Benefits Eligibility definition.
  2. From an account record page, on the Insurance Benefits Eligibility Definitions related list, select New.
  3. Enter required data.
  4. Save your changes.
 
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