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            Enroll Yourself and Your Dependents Into Selected Plans

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            3. Digital Insurance

            Enroll Yourself and Your Dependents Into Selected Plans

            Rate and enroll yourself into the selected plans after you view and select one or more eligible plans.

            Required Editions

            Available in: Lightning Expereince
            Available in: Professional, Enterprise, and Unlimited Editions of Digital Insurance with Digital Insurance Product Admin Add On, Digital Insurance Group Benefits AddOn, Digital Insurance Group Enrollment AddOn,Digital Insurance Group Benefits Customer Community AddOn, and Digital Insurance Group Benefits Partner Community AddOn licenses
            User Permissions Needed
            To enroll yourself and dependents into selected plans: Digital Insurance Group Enrollment, Digital Insurance Group Enrollment Customer Community, and Digital Insurance Group Enrollment Partner Community
            1. Review personal information, existing plan details, dependent details, and other information that’s part of the existing active contract.
            2. Add a dependent or update the existing details of a dependent.
            3. Select the plan and coverage for each member in each plan category.
            4. Review the member-level premium, along with employee and employer contributions for a policy before enrollment.
            5. Enroll right away or save the selection for later.
             
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            Salesforce Help | Article