Loading
Insurance
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Add Insurance Benefits Eligibility Definitions

            You are here:

            1. Salesforce Help
            2. Docs
            3. Digital Insurance

            Add Insurance Benefits Eligibility Definitions

            To provide more granular benefit options to your users without using group classes, select the Insurance Benefits Eligibility definitions on an Insurance Policy or Insurance Policy Coverage record.

            Required Editions

            Available in: Lightning Experience
            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 an Insurance Policy or Insurance Policy Coverage record, on the Insurance Policy Benefit Eligibility related list, click Define Eligibility.
            2. From the dropdown menu, select the desired Insurance Benefits Eligibility definition.
              The available eligibility definitions are pulled from Insurance Benefits Eligibility Definitions set on the account record.
            3. Save your work.
             
            Loading
            Salesforce Help | Article