Get to Know the Workflow for Group Benefits Enrollment
The Enrollment Census Lightning Web component gives insurance carrier administrators a
straightforward way to upload group benefits product enrollment data with census members and
dependents. Also, give group members a straightforward way for self enrollment into selected
plans from the customer portal.
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
Bulk Enroll Members You can bulk enroll up to 10,000 census members into their selected plans and policies.
Individual Enrollment Customers can view and select eligible plans with optional coverages, and then rate the plans and enroll. Customers can also see the member level premium along with employee and employer contributions for a policy before enrollment. Customers can enroll right away or save the selections for enrolling later.
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