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          Add a New Primary Member with Plans

          Add a New Primary Member with Plans

          You can add a new primary member who has not opted for any plans.

          1. From an Account page, select the tab where you’ve configured the Enrollment Lightning Web Component, and then click Add Member.
          2. In the Add Member Plan window, select the Personal Information tab and enter the required personal information.
          3. Select the Other Information tab and enter the required information. If you want to view eligible plans for a specific group class, select a group class in the Group Class field.
            Note
            Note You can’t change the group class that’s selected for the primary member and can't be changed while updating information later. The group class that you select for the primary member is automatically selected for the corresponding dependents, and you can’t change it.
          4. Click Next.
          5. Based on the group class selected in step 3, the plans are filtered from the list of contract group plans.
          6. Select the Plan Selection field in each plan category and select any optional coverages you want, and then click Next.
            Add Member Plan window with Plan Selection and Coverages opted in
          7. To opt out of any plan, turn off Opt-In.
            Note
            Note If you opt out of any plan, the corresponding dependent member can’t opt for that plan.
            Add Member Plan window with Opt in turned off for Plan Selection and Coverages
          8. Repeat these steps for each plan section, and then click Add Member.
           
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          Salesforce Help | Article