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            Define the Benefit Term for Line of Business

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            Define the Benefit Term for Line of Business

            Add and update the benefit term for a line of business.

            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 set up brokerage: Insurance Brokerage User
            1. In Setup, find and select Brokerage.
            2. Select Policy Management, and then select Coverage Benefits.
            3. In the Insurance Policy Line of Business Configuration section, click Add.
            4. Select the Line of Business and enter a term name.
            5. Save your work.
            6. To update the term name, double-click the term name and update it.
            7. Save your changes.
             
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