Choose an Option for Metrics Calculations for Multiline Policies
Include only parent policies or both parent and child policies in metrics calculations,
depending on how premiums are populated for multiline policies. For example, if premiums are
populated for child policies and also aggregated at the parent level, then include only parent
policies in calculations. By default, metrics count policies and premiums at both parent and
child levels.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited
Editions
From Setup, in the Quick Find box, enter Insurance Settings, and
then select Insurance Settings.
Enable Include Only Parent Policies When Counting Policies and Calculating
Premiums.
Note This change affects all policy-related metrics on the Insurance Agent Action Items,
Insurance Agent Performance Metrics, Insurance Agent Reports, Insurance Distributor
Performance Metrics, and Policy components.
Did this article solve your issue?
Let us know so we can improve!
Loading
Salesforce Help | Article
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.