Customize member-specific benefit configurations without changing the standard group configuration. Apply member-level plan and attribute overrides during quoting or census management before policy operation. Preserve custom member configurations throughout the policy lifecycle including enrollment, mid-term updates, and renewal. Copy overrides from one member to another member within the same root product and group class during quoting for faster bespoke configuration.
Where: This change applies to Lightning Experience in Enterprise and Unlimited editions with Digital Insurance.
How: During quoting, enrollment, or mid-term adjustments, configure member-specific plan and attribute overrides to apply bespoke settings for an individual member without changing the group configuration.