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Upload and Manage Census Data for Group Benefits Quoting
New Lightning web components in the Salesforce data model show group members, dependents, and plan selections. Validation rules flag exceptions and team members can add and edit data all in one place. The hierarchical tree view helps brokers and insurance carrier administrators browse through large, detailed data sets more efficiently.
Where: This change applies to Lightning Experience in Professional, Enterprise, and Unlimited editions with the Insurance Industries managed package.
Who: Financial Services Cloud users need the Insurance Contract and Enroll add-on license. Health Cloud users need the Benefits Sales & Administration - Group add-on license.
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