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            Create a Product Catalog

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            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.

            Required Editions

            Available in: Lightning Experience
            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 create group benefits product model Product catalog management administrator
            1. From the App Launcher, find and select Catalogs.
            2. On the Catalogs list view, click New.
            3. In the New Catalog window, enter these details.
              • Name: Group Insurance
              • Description: Catalog for all group insurance products, such as medical, dental, and vision plans
              • Catalog Code: GroupInsurance
              • Effective Start Date: today’s date
              • Effective End Date: Select a future date
              • Catalog Type: Sales
            4. Save your changes.
             
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