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Group Benefits Flow Overview in the Salesforce Data Model
A well-designed group benefit gives group members and their dependents cost-effective insurance coverages, and gives employers a way to attract and retain talent. You bring group benefits to life with end-to-end processes that support quoting, contracts, and enrollments. Use Digital Insurance Platform tools to design a flow that smoothly ushers administrators, brokers, group members, and policyholders through each task.
Trying to figure out which data model to use? The Salesforce data model is the digital insurance platform of choice. It uses harmonized services that integrate seamlessly into the Salesforce Customer 360 platform. If you’re an existing customer who uses the package data model, plan to harmonize your data soon. To benefit from new and enhanced features in the future, you must move to the Salesforce data model.
What |
Why |
How |
|---|---|---|
1. |
To estimate how much a policy would cost, you use a quote. The building blocks of the quote are:
|
Group Benefits solutions are fully customizable, but to get grounded in a typical setup, learn about services commonly used for quoting in the Salesforce data model. InsProductService: InsCensusServiceStd: InsContractServiceStd: InsEnrollmentServiceStd: InsQuoteService: |
2. Contract |
Automating contract creation gets you contracts faster with fewer errors. |
Create a customized solution to build a contract directly from a quote. |
3. |
Enroll groups of individual members in new or existing plans, and allow members to make benefit changes. |
Tight integration between enrollment and census features lets you:
Learn about services commonly used for enrollment in the Salesforce data model. InsCensusServiceStd: InsEnrollmentServiceStd: |
