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Insurance
Insurance Benefits Eligibility Definitions

Insurance Benefits Eligibility Definitions

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
 
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