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Insurance
Group Benefits Bulk and Individual Enrollment

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Group Benefits Bulk and Individual Enrollment

The Insurance Group Census Lightning web component for the Salesforce data model shows group members, dependents. You can add, update, or delete group census members and dependents using the LWC. For the enrollment census type, you can also view plans information in the grid and configure the same using the Configure Plans modal. With the individual enrollment flow, individual group members can also view eligible plans, optional coverages, premiums, and contributions, and enroll themselves directly using the APIs or invocable actions.

Required Editions

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
  • Group Census Management for Enrollment
    The census drives enrollment workflows, allowing carriers to capture final primary member and dependent plan and coverage selections into policies.
  • Configure Group Benefits Enrollment
    Create a workflow that gives insurance carrier administrators a straightforward way to enroll members of the group along with their dependents into selected plans and coverages.
  • Configure Enrollment for Portal User Creation
    Learn how to extend Salesforce’s standard Group Enrollment process to also create portal users. This involves customizing the enrollment flow and setting up a batch job so census members enrolled in a group also get portal user accounts.
  • Configure Group Class Contribution
    Create one or more group class contribution records for each of the associated group classes with the account based on the plan or coverage information.
  • Get to Know the Workflow for Group Benefits Enrollment
    The Enrollment Census Lightning Web component gives insurance carrier administrators a straightforward way to upload group benefits product enrollment data with census members and dependents. Also, give group members a straightforward way for self enrollment into selected plans from the customer portal.
 
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