Insurance Group Benefits Standard Invocable Actions

Use the standard invocable actions available with Insurance Group Benefits to effectively manage the insurance plans offered to groups, such as employees and their dependents.

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

Census Management

Create, update, clone, and map group census members and their plans.
Quote Management

Create quotes from existing contracts and apply member-level plan overrides.
Financial Management

Rate quotes and members, compare census prices, and generate contract transactions.
Contract Lifecycle Management

Issue, endorse, and renew group benefits contracts.
Policy Lifecycle Management

Enroll members, apply mid-term adjustments, and renew member policies.