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Insurance

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Invocable Actions in Insurance

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Invocable Actions in Insurance

Use these invocable actions in Insurance flows.

Create Accounts Invocable Action
Create person account records of the specified type for group census members.
Create Contacts Invocable Action
Creates contact records for group census members.
Create Portal Users Invocable Action
Creates user records with the IsPortalUser property enabled for group census members.
Enroll Members Invocable Action
Creates insurance policies for specified primary members and their dependents by enrolling them into subscribed plans.
Generate User Inputs Invocable Action
Generates user inputs and fact ratings.
Rate Products Invocable Action
Rates insurance products as part of the Group Benefits Rating business process.