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Insurance
Manage Insurance Benefits Eligibility Definitions

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Manage Insurance Benefits Eligibility Definitions

To use Insurance Benefits Eligibility definitions, add them to accounts and then relate them to insurance policies or insurance policy coverages.

Required Editions

Available in: Lighyning Expereience
Available in: Professional, Enterprise, and Unlimited Editions where Financial Service Cloud and Insurance Brokerage are enabled
  • Add an Insurance Benefits Eligibility Definition to an Account.
    To associate an Insurance Benefits Eligibility definition with a specific record, add the definition to the account related list.
  • Add a Group Class to an Account
    Group classes define a group of employees. To associate a group class with a specific record, add the group class to the account related list.
  • 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.
  • 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.
 
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