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Insurance
Add Insurance Benefits Eligibility Definitions

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.
 
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