Create Insurance Benefits Eligibility definitions at the account level to use them on
Insurance Policy or Insurance Policy Coverage records with or without group classes. To define
eligibility of employee groups for a coverage or policy, use eligibility definitions and group
classes on that specific coverage or policy.
Required Editions
Available in: Lightning Expereince
Available in: Professional,
Enterprise, and Unlimited Editions
where Financial Service Cloud and Insurance Brokerage are enabled
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
