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Group Voluntary Benefits Application with OmniStudio Overview
We know it's far from simple to manage group plans for your employees. That's why we've created Group Voluntary Benefits Application to simplify how you manage plans and enroll employees.
With all the numerous coverages and attributes in group plans, you probably want to try multiple combinations before you create a plan that works best for your organization and employees. To help you, we've created some example workflows in Group Voluntary Benefits Application that help you arrive at your ideal plan that much faster.
Business Processes
We have defined a reference group account called INS Group along with Quote and Enrollment Census to understand the different business processes on how it works.
In this release of Group Voluntary Benefits Application, you can:
- Create a quote
Quickly and efficiently configure, reprice, and view a quote for group plans.
- Create a contract
Your contract in PDF or MS Word format is just one click away. Yes, we've made it that easy for you.
- Enroll members
Upload group benefits product enrollment data with census members and dependents by using the Enrollment Census Lightning web component.
- Enroll a new hire
Enroll new hires in the middle of a contract term.
- Terminate a group member
Cancel the policy and update the term premium for a group member and their dependents.
Portals
Your org comes with a Digital Policyholder Portal that serves as a self-service tool for policyholders to enroll in plans, update their account information, and see details of all their policies.
This portal is available out-of-the-box from the unmanaged insurance package and is already set up in your org. For more details on the portal, see Policyholder Digital Experience Site.
- Post-Install Steps for Vlocity Insurance Application Suite Group Voluntary Benefits
Before exploring your shiny, new Group Voluntary Benefits Application org, you need to complete a few configuration tasks to make sure you don't run into any glitches while you're doing your thing. This section walks you through all the post-deployment steps that you must complete. - Group Voluntary Benefits Product Model
To get the most out of the Group Voluntary Benefits Application, you need to understand how it's built. So read on to learn more about its product model. - Group Voluntary Benefits Expression Sets
The expression sets for the product categories Vision, Dental, Medical, Critical Illness, and Dental Summary include variables, constants, decision matrices, and calculation steps. - Quote Business Process For Group Voluntary Benefits
Quickly and efficiently configure, reprice, and view a quote for group plans. - Contract Business Process
After you've created a quote, you will likely want to create a contract to clearly define the services the group will get. This section tells you how to create a contract from your quote with just one click! - Group Enrollment Business Process
Upload group benefits product enrollment data with census members and dependents by using the Enrollment Census Lightning web component. - Mid-Term Adjustment Business Process
The Mid-term Adjustments Lightning web component gives insurance carrier administrators a straightforward way to terminate group census members individually or in bulk asynchronously and enroll new hires in the middle of a contract term asynchronously. - Policyholder Digital Experience Site
Give your policyholders access to view and change important information about their account, policies, and billing options with the Policyholder Digital Experience site. - Group Benefits Broker Digital Experience Site
Your network of agents and brokers who sell your insurance products need access to specific features and functions to service their accounts. The Broker Experience site on the Experience Cloud can give them that access.
