Plan Benefits Information

Watch this video to see how the Plan Benefits experience helps you configure and track plan benefit information such as medical, vision, life, and disability coverage on insurance policies.

If you aren’t able to watch the video in full screen, open the video in a new tab: Plan Benefits Experience.

• Set Up Your Org to Support Plan Benefits
  Configure your Salesforce org to make the Plan Benefits optimized user interface available to your users.
• Add Plan Benefits
  Add benefits to an insurance policy coverage record.
• Update Plan Benefits
  Update a single benefit record or multiple benefit records.
• Update Tier Structure
  Update the tier structure for an existing benefit.
• Delete Plan Benefits
  Delete a single benefit record or multiple benefit records.