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Insurance
Get to Know the Workflow for Group Benefits Enrollment

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.

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
  • Bulk Enroll Members
    You can bulk enroll up to 10,000 census members into their selected plans and policies.
  • Individual Enrollment
    Customers can view and select eligible plans with optional coverages, and then rate the plans and enroll. Customers can also see the member level premium along with employee and employer contributions for a policy before enrollment. Customers can enroll right away or save the selections for enrolling later.
 
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