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          Add Plans to a Large Group Quote

          Add Plans to a Large Group Quote

          To start configuring a large group quote, add a plan to it. You must add a plan to a quote before you can add coverages.

          1. From the Quote list page, open the quote you want to add a plan to.
          2. Click Add Plan on the Large Group Quote LWC.
          3. Select a plan or plans, and then click Add.
            Note
            Note You can rate up to 30 summary-based plans and up to 150,000 census members at a time. With member-based plans you can rate up to 30 plans and 3,000 members at a time.
           
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          Salesforce Help | Article