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Add Plan Benefits
Add benefits to an insurance policy coverage record.
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 add plan benefits: | Insurance Policy Management User |
- From the App Launcher, find and select Insurance Policies, and then from the Insurance Policy Coverages related list, select the coverage record.
- From the insurance coverage record page, select the Plan benefits tab, and click Add.
- Select the tier structure, and click Next.
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Enter the required information in the respective sections. For example, enter the tier
names in the Tier Details section and plan information in the General Plan Information
section.
These sections appear based on the Product Component Groups configured for the benefit.
- Fields marked with (*) are required and must be completed.
- Default values are prepopulated for applicable attributes during creation.
- Supported input types include checkbox, date, and datetime fields.
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Save your changes.
- If required fields are missing, inline error messages are displayed.
- You’re automatically redirected to the first incomplete required field.
A message confirms that the benefits are added.
- Guidelines for Managing Plan Benefit Attributes
Understand the rules governing attribute enforcement, default value behaviors, and UI validation logic when creating or updating plan benefits.
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