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Insurance
Configure Group Class Contribution

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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.

Required Editions

Available in: Lightning Expereince
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
User Permissions Needed
To configure group class contribution for bulk enrollment: Digital Insurance Group Enrollment and Digital Insurance Group Enrollment Partner Community
To configure group class contribution for individual enrollment: Digital Insurance Group Enrollment, Digital Insurance Group Enrollment Customer Community, and Digital Insurance Group Enrollment Partner Community

This task is needed for group account with group classes or if the entire premium is not borne by the group members.

  1. Create or use existing group class records for a given Account.
  2. Create one or more group class contribution records for the group classes.
  3. For each Group Class Contribution, define either a Contract Group Plan, Product, or Product Category.
 
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