Group Enrollment and Installation

Streamline the creation and management of activities required to complete customer enrollment and group installation.

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The Vlocity Health platform enables you to provide intuitive group enrollment experiences and orchestrate timely installations with full transparency across departments 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 group onboarding with ease.

Key Features

  • Open enrollment event management and tracking of associated group annual selection periods
  • Enrollment file upload tool with an option to process selections either through employee enrollment, bulk enrollment, and/or administrator enrollment
  • Digital enrollment portal for employees to update profile and select plans based on network, price, and access preferences
  • Rule-based orchestration engine to manage complex installation project plans integrated with visual project tracking, interdependencies, approval process, and issue escalation
  • Limitless work templates automatically configured to orchestration scenarios based on products added, modified, and removed from an order


Vlocity Health digitally transforms pre-enrollment benefit setup and employee elections to create more efficiencies and better decision guidance with intuitive workflows. Our solutions help you, producers, employers, and employees have a seamless experience with data integrated in one place.

Vlocity Health provides a rule-based orchestration engine for all internal and external stakeholders to complete tasks, submit required documentation up front, and have full visibility into project status. Our solutions easily integrate with quoting, document management, and back-office systems so that users do not need to toggle between applications and projects can be delivered on time.

Vlocity Delivers Latest Release

Integrated with Salesforce Health Cloud

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