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Insurance
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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