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Create Product Eligibility Rules
Insurance uses eligibility rules to help determine what insurance products and optional coverages a customer is eligible for. You can use eligibility rules in the quote process to screen out insurance products and optional coverages that a potential customer doesn't qualify for. For example, you can create an eligibility rule for a Medicare supplement insurance product that screens out anyone under the age of 65.
- On the insurance product page, click the Rules tab. (Or More > Rules if you can't see the Rules tab.)
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In the Expression field, enter a formula to create your eligibility rule or
rules.
To enter more than one eligibility rule, use
ANDorORto separate the rules. - (Optional) Enter a descriptive note about this rule. Click the bubble icon and enter text. The note saves automatically.
- Click Save.
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