The insurance contribution plan for an insurance policy defines the contribution amount
by an employee and employer for the insurance coverage. Contribution amounts differ depending on
the tier that the plan belongs to. The contribution line items represent information about each
contribution that an employee makes towards their insurance.
Required Editions
Available in: Lightning Experience
Available in: Professional,
Enterprise, and Unlimited Editions
where Financial Service Cloud and Insurance Brokerage are enabled
Manage Contribution Plans Create an insurance contribution plan on the policy record and edit contribution plan line items as needed.
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