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            Add Plan Benefits

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            1. Salesforce Help
            2. Docs
            3. Digital Insurance

            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
            1. From the App Launcher, find and select Insurance Policies, and then from the Insurance Policy Coverages related list, select the coverage record.
            2. From the insurance coverage record page, select the Plan benefits tab, and click Add.
            3. Select the tier structure, and click Next.
            4. 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.
            5. Save your changes.
              A message confirms that the benefits are added.
             
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