You are here:
Group Benefits Individual Enrollment in the Salesforce Data Model
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.
- Configure Group Benefits Individual Enrollment
Create a workflow that gives policy holders a straightforward way to view and select eligible plans, and then rate the plans and enroll. - Get to Know the Workflow for Group Benefits Individual Enrollment
Give group members a straightforward way for self enrollment into selected plans from the customer portal.
Did this article solve your issue?
Let us know so we can improve!
