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Payer shop, quote and enrollment experiences for individual and group members

Key Takeaway

Prospective members shop on their own in Commercial Sales. Internal sales agents quote and enroll groups in the Group Benefits app.

Payers use Agentforce Health to sell health plans to individuals and to employer groups, and then enroll the people who buy them. The right design depends on who does the work: a prospective member, a broker, or an internal sales agent.

Commercial Sales

Commercial Sales lets payers build and sell benefits to customers across all markets. Its modern rate, quote, and apply shopping experience supports these plans:

  • Individual plans
  • Family plans
  • Group plans
  • Medicare plans
  • Ancillary plans, such as vision and dental

Commercial Sales comes with a full product catalog and a rating engine. Its prebuilt business processes let prospective members shop, compare, and select plans. For individual and family plans, that means a prospective member can do all of this on their own, without an agent.

Salesforce Accredited Agentforce Health Professional Study Guide

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Given customer requirements, determine how to create the design solution for a specific Agentforce Health vertical to meet those requirements

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