Help small group brokers and payer account executives evaluate and select the right insurance plans and generate quotes through a guided experience. Compare health insurance plans side by side to review premiums, deductibles, and out-of-pocket costs, and leverage AI-generated summaries to simplify decision-making. Standardize data capture and streamline structured workflows to reduce manual effort, improve accuracy, and deliver faster recommendations.
Where: This change applies to Lightning Experience in Enterprise and Unlimited editions with the Health Cloud, Digital Insurance, and Agentforce for Health Cloud add-on licenses.
Who: This feature is available to users with the Health Cloud Foundation, Digital Health Insurance, Digital Health Insurance for Partner Community, Generative AI Digital Health Insurance for Partner Community, and Digital Health Insurance AI Agent permission sets.