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Insurance
Define Group Class Eligibility

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Define Group Class Eligibility

To provide more granular benefit options to your users when they use group classes, map the Insurance Benefits Eligibility definitions on an Insurance Policy or Insurance Policy Coverage record to the relevant group classes.

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

To define group class eligibility at the Insurance Policy or Insurance Policy Coverage level, add a group class to an account.

  1. From an Insurance Policy or Insurance Policy Coverage record, on the Insurance Policy Benefit Eligibility related list, click Define Group Class Eligibility.
  2. To create mappings between group classes and eligibility definitions, use the Group Class Name and Eligibility Definition dropdown menus.
    The available group classes and eligibility definitions are pulled from the account record.
  3. To add additional mappings, click Add.
    You can associate a group class to only one eligibility definition.
  4. Save your work.
 
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