Enterprise Benefits Catalog and Rating Engine

Quickly design, launch, and rate benefit offerings without code for simplified product lifecycle management.

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The Vlocity Health platform enables you to manage, customize, and rate benefit plans across business lines and product categories in the cloud. Our industry-specific solutions are 100% native and additive to Salesforce and we also provide an open integration framework to integrate 3rd-party systems. This way, you have a single platform to manage the entire product lifecycle with ease.

Key Features

  • Comprehensive plan configuration to load plans, categories, and attributes
  • Custom plan design to include up-sell and cross-sell options
  • Rule-based benefit designer to enforce required data per quote
  • Experience, geographic, and industry rating methodologies for advanced pricing
  • Matrix-based rating tables to modify prices in a quote based on risk class
  • Post-processor classes to handle scenarios for single and bundled product rating
  • Calculation simulations to test new scenarios and evaluate for accuracy

Vlocity Delivers Latest Release

Integrated with Salesforce Health Cloud

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