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Set Up Your Org to Support Insurance Benefits Eligibility Definitions

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Set Up Your Org to Support Insurance Benefits Eligibility Definitions

Configure your Salesforce org to make Insurance Benefits Eligibility definitions available to your users.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions where Financial Service Cloud and Insurance Brokerage are enabled

Create Picklist Values for Insurance Benefits Eligibility Definition
Add the definitions that you want to make available for your users.
Add Insurance Benefits Eligibility Definitions Related Lists to Pages
Add relevant benefits eligibility and group class information to account and policy pages.

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