Redwood Benefits – Change Beneficiaries Quick Action Not Working Without Life Event
Hello all,
We are testing Redwood Benefits Self-Service and noticed an issue with the Change Beneficiaries quick action.
Problem: When we go into Change Beneficiaries from quick actions, the page just shows:
“There aren't any applicable enrollments to change beneficiaries using this page. Use the benefits page instead to check for enrollment opportunities.”
- This happens when no life event is open.
- Business expectation: Employees should still be able to update beneficiaries without having to trigger a life event (e.g., for existing plans that allow beneficiary updates anytime).
Questions:
- Is this expected Redwood behaviour (i.e., beneficiary changes must be tied to a life event)?
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