You are here:
Enroll New Hires Throughout the Policy Period
You have the flexibility to enroll new census members with a prorated premium payment in the middle of a contract term.
Where: This change applies to Enterprise and Unlimited editions of Financial Services Cloud Insurance and Health Cloud with the Insurance Industries Extension package.
Who: This feature is available to users with certain add-on licenses for Financial Services Cloud Insurance or Health Cloud.
-
Add-ons for Financial Services Cloud Insurance: Insurance Product Administration, Insurance Policy Administration, and Contract and Enroll.
-
Add-ons for Health Cloud: Benefit Sales & Administration - Individual & Family Medicare or Benefit Sales & Administration - Group.
How: Add the Mid-Term Adjustments LWC component to the Accounts page. Upload a CSV file with new hire members' details. After you upload the file, click Bulk Enroll New Hires.
