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Insurance
Create Product Structure for Benefits

Create Product Structure for Benefits

Create a coverage product structure by defining product components, coverage specifications, and child components. The structure represents the relationships between components and child components. Use this procedure to create all coverage specifications.

Required Editions

Available in: Lightning Expereince
Available in: Professional, Enterprise, and Unlimited Editions where Financial Service Cloud and Insurance Brokerage are enabled.
User Permissions Needed
To build a product model: Product Catalog Management
  1. Go to Products and click New.
  2. Select Coverage and click Next.
  3. Enter the coverage specification information for Coverages and save your changes.
    When entering coverage specification details, select the product type as Bundle and make sure you activate the product.
 
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