Add Surcharges to an Insurance Policy

Add surcharges to define taxes and fees for billing, proration, and refunds.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions where Insurance Brokerage is enabled

User Permissions Needed
To create an insurance policy:	FSC Insurance, Insurance Brokerage Foundation Insurance Brokerage Policy Management, and Insurance Brokerage Policy Management User Advanced

Open the insurance policy, asset, participant, or coverage.
From the Insurance Policy Surcharges related list, click New.
Enter the surcharge details.
1. Enter a surcharge name and select an insurance policy.
2. Enter the surcharge amount, select the type (Tax or Fee), and specify whether proration is allowed for billing.
Optionally, enable Refund Allowed to generate refunds when a policy is canceled before the end of the term.
Save the surcharge.

Considerations for Using Surcharges
Learn how to set up and manage surcharges correctly to avoid billing issues and ensure accurate calculations.
Understand Proration and Refunds
Proration and refund settings control how surcharge amounts are adjusted and reversed across policy lifecycle events.

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