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Insurance
Group Voluntary Benefits Application

Group Voluntary Benefits Application

Your users can cut down the time they spend on finding the ideal plan and then enrolling employees. We've made intuitive workflows that take out the guesswork with complete guidance for every step. Your service agents can provide better customer service by using the interaction console to quickly get a 360-degree view of the customer.

Where: This feature is available in the Insurance Application Suite under Voluntary Benefits Application.

Who: This feature is available to Vlocity Insurance administrators and to your customers and service agents.

Why: With Group Voluntary Benefits Application, your users can:

  • Create a quote

  • Create a contract

  • Enroll members

  • Support Customers with the Interaction Launcher and Console

How:Request an org for the Group Voluntary Benefits business app. We've included example workflows for each of these features that you can peruse to create your own. You don't need any configuration to access these workflows.

 
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Salesforce Help | Article