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            Provide Easy Access to Producer Information

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            3. Financial Services Cloud Admin Guide

            Provide Easy Access to Producer Information

            Your sales managers can easily view key information about their producers from multiple objects, without going through multiple related lists.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. On the account or contact record page, from Setup, select Edit Page.
            2. Drag the Relationship Card component to the page.
            3. Click anywhere on the component to select it.
            4. In the Properties pane, under Card Types, click Select.
            5. Select Producer Account Configuration or Producer Contact Configuration, depending on the record page you are on.
            6. Save your changes.

            On a distributor’s record page (Account), sales managers see one card for each producer working with that distributor. On a producer’s record page (Contact), they see one card for the producer.

            Producer Cards

            This table lists the labels on a producer card and their source fields.

            LabelDescriptionSource Field
            Title Title of the producer, such as Agent. Contact.Title
            Email Producer’s email address. Contact.Email
            Producer ID A unique identifier for the producer. Producer.Name
            Producer Type Type of the producer, such as Partner Agent, Captive Agent, or Independent Agent. Producer.Type
            License Class The class that the distributor’s license belongs to, such as Insurance Producer, Managing General Agent, or Public Adjuster. BusinessLicense.LicenseClass
            Licensed LOA The line of authority (LOA) that the producer has a license for. A producer can have licenses for multiple LOAs, such as Property, Casualty, and Health. BusinessLicense.LineOfAuthority
            Authorized LOA The line of authority for which the insurance company has authorized the producer to act as its agent. BusinessLicense.LineOfAuthority WHERE LineOfAuthority IS IN DistributorAuthorization
             
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