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Manage Group Benefits
Group benefits are insurance plans offered to and covering a group of people, such as employees and their dependents. Manage these insurance offerings in a rapidly evolving marketplace with Group Benefits on the Digital Insurance Platform.
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Group Benefits (Managed Package)
The Insurance managed package functionality from earlier Insurance releases supports group benefits quoting, plan and census management, and employee enrollment.
Tip If you haven't already done so, start planning your migration to group benefits administration in the Salesforce data model. To benefit from new and enhanced features in the future, you must move to the Salesforce data model.
To use group benefits features in the Insurance managed package, see Group Benefits in the Package Data Model.
- Group Benefits Flow Overview in the Salesforce Data Model
A well-designed group benefit gives group members and their dependents cost-effective insurance coverages, and gives employers a way to attract and retain talent. You bring group benefits to life with end-to-end processes that support quoting, contracts, and enrollments. Use Digital Insurance Platform tools to design a flow that smoothly ushers administrators, brokers, group members, and policyholders through each task. - Group Benefits Census Objects in the Salesforce Data Model
Group Benefit census objects are the building blocks of census management in the Salesforce data model. Standard objects represent statistics about group members, personal information about members and dependents, and associations between members and group contract plans. - Group Benefits Census Management for Quoting in the Salesforce Data Model
The Quote Census Lightning web component for the Salesforce data model shows 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. - Group Benefits Large Group Quoting
Quickly and efficiently configure, reprice, and view large group quotes to help your customers provide their employees with exactly the coverage they need. - Group Benefits Bulk Enrollment with Census Management in the Salesforce Data Model
The Enrollment Census Lightning web component for the Salesforce data model shows group members, dependents, and plan selections. The hierarchical tree view helps brokers and insurance carrier administrators browse through large, detailed data sets more efficiently. - Group Benefits Census Management for New Hire Enrollment and Termination Workflows in the Salesforce Data Model
The Mid-Term Adjustments Lightning web component for the Salesforce data model shows group members, dependents, and plan selections. The hierarchical tree view helps brokers and insurance carrier administrators browse through large, detailed data sets more efficiently. - 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. - Group Benefits Services
Services are methods of Apex classes that carry out common actions for insurance companies and health plans. Learn about the services typically used in the end-to-end business processes for Group Benefits.
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