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Plan Benefits Information

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Plan Benefits Information

Configure plan benefit information such as medical, vision, life, and disability. Track corresponding plan benefit information on insurance policies such as limits, deductibles, copays, and coinsurance for accurate tracking of client plan information.

Required Editions

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions where Financial Service Cloud and Insurance Brokerage are enabled

Set Up Your Org to Support Plan Benefits
Configure your Salesforce org to make the Plan Benefits optimized user interface available to your users.
Add Plan Benefits
Add benefits to an insurance policy coverage record.
Update Plan Benefits
Update a single benefit record or multiple benefit records.
Update Tier Structure
Update the tier structure for an existing benefit.
Delete Plan Benefits
Delete a single benefit record or multiple benefit records.