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Bulk Enroll Members
You can bulk enroll up to 10,000 census members into their selected plans and policies.
Required Editions
After you upload the group census data, click Enroll.
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions of Digital Insurance with Digital Insurance Product Admin Add On, Digital Insurance Group Benefits AddOn, Digital Insurance Group Enrollment AddOn,Digital Insurance Group Benefits Customer Community AddOn, and Digital Insurance Group Benefits Partner Community AddOn licenses |
The Insurance Group Enrollment API creates policies for the group census members and calculates the employer contribution based on the group class specified for the primary members. To learn about the other tasks the API performs, see Group Enrollment API. To learn about how the employee and employer contribution is calculated for the created policies, see Configure Group Class Contribution.
- Bulk Enrollment Errors
The most common errors in asynchronous census enrollment occur because of incorrect or incomplete input in the census. But flow configuration and exceptions can also cause asynchronous rating errors. The batch job status can help you locate where in the enrollment process an error happened. - Error Handling for Bulk Enrollment
During the bulk enrollment process, errors may occur during a CSV file upload or because of missing or inaccurate data processes by asynchronous enrollment job. Get notified when the enrollment is completed and receive a list of errors if enrollment couldn't be completed.
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