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          Configure Group Benefits Enrollment

          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.

          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

          The Enrollment Lightning web component works with the Insurance Group Enrollment API to support bulk enrollment asynchronously. You can enroll up to 10,000 members across 30 distinct plans and 10 product categories. You’ll be notified when the process is ‌complete. In case of failure, a CSV file with detailed information is provided.

           
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          Salesforce Help | Article