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Update Tier Structure
Update the tier structure for an existing benefit.
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 update tier structure: | Insurance Policy Management User |
- Go to the Insurance policy coverage record page and select the Plan Benefits tab.
- Click the action dropdown and select Edit Tier Structure.
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Select a new tier structure, and click Next.
If you reduce the number of tiers, a warning message appears, stating that reducing the number of tiers will delete the benefits in the existing network tiers. For example, if the existing selection is 2 Tier and you select 1 Tier, the benefit information from 2 Tier is deleted. If the existing selection is 3 Tier and you select 1 Tier, the benefit information for 3 Tier and 2 Tier is deleted.
- Review the warning message and click Next.
- Review the warning message in the confirmation window and click Save.
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If you’re increasing the number of tiers, enter all details related to the new tiers and
save your changes.
If your existing selection is 2 Tier and you select 4 Tier, you must add details for 3 tier and 4 Tier.
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