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Set up billing details for an insurance policy by specifying who is billed, when billing occurs, and how billing is treated for the policy.
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions where Insurance Brokerage is enabled |
| User Permissions Needed | |
|---|---|
| To create an insurance policy billing information: | FSC Insurance, Insurance Brokerage Foundation, Insurance Brokerage Policy Management User Advanced, and Billing Admin |
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