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Set Up Group Benefits Product Category and Catalog
A catalog organizes all of your group insurance offerings into a single structure, while categories group products into meaningful sections (for example, Medical or Dental). In Group Benefits, catalogs and categories control how products are displayed during quoting and plan selection.
- Create a Product Catalog
Define your product offerings in Product Catalog Management by creating product catalogs. Set up a catalog to organize all group insurance products in one place. You must create at least one product catalog. For example, you can create a Group Insurance catalog that holds medical, dental, and vision plans. Brokers and administrators use a product catalog to browse and configure products during quoting. - Organize Products into Categories
Add categories to group similar products within the catalog. For example, you can add Dental, Medical, Vision categories to the Group Insurance catalog. - Link Products to Categories
Assign products to categories so they appear in the right place in the catalog. The category defines group class contribution and organizes plan selection for members. Each product in group insurance must belong to exactly one category, while a category can hold multiple products. For example, the Medical category includes Medical Platinum, Medical Gold and other medical plans.
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