Boost productivity during high-volume enrollment seasons by guiding sales representatives step by step through Medicare plan sales, including Medicare Advantage, Prescription Drug, and Special Needs plans, all in one flow. Capture Scope of Appointment consent automatically to stay CMS compliant. Speed up fact-finding by instantly checking prescription drug formularies, verifying in-network provider tiers, and booking consultations within the 48-hour rule. Cut administrative overhead by completing enrollments conversationally, from disclaimer to signature, without switching between multiple carrier log ins.
Where: This change applies to Lightning Experience in Enterprise and Unlimited editions with Health Cloud, Digital Insurance Policy Admin, and Digital Insurance Product Admin add-on licenses.
When: This feature is available starting October 12, 2026.
Who: This feature is available to users who have the Digital Health Insurance, Digital Health Insurance for Partner Community, Medicare Sales for Digital Health Insurance, Medicare Sales for Partner Community User, Health Cloud Foundation, Data Cloud User, or Data Pipelines Base User permission set. Users also need the Use Medicare Sales user permission.
How: From Setup, turn on Digital Insurance, Data Pipelines, Person Accounts, Provider Search, and Salesforce Scheduler for Health Cloud. Then, add the Medicare Sales Flow action to the Person Account record page.