Enterprise Benefits Catalog and Rating Engine | Vlocity

Enterprise Benefits Catalog and Rating Engine

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

Request a Demo


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 Health provides reusable benefit and attribute templates directly linked with rating engines to accelerate plan designs and price complex coverage packages. You can also easily replace sunsetted products with new line-of-sight comparisons for renewal packages.

Vlocity Health helps build guardrails around benefit designs to minimize human error and ensure compliance with laws and regulations all with clicks (not code). And when changes come, you can save time and make real-time changes without rebuilding entire portfolios.

Vlocity Delivers Latest Release

Integrated with Salesforce Health Cloud

Learn More

See Vlocity in Action

Reach out and we'll be in touch shortly.

Request a Demo