When you trigger a policy lifecycle action such as Renew, Endorse, or Repurpose, the
system creates a new policy-related record set by copying specific entities from the source
policy. The set of copied entities depends on the action you choose.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise,
and Unlimited Editions where Insurance Brokerage is enabled
Object
Renew
Endorse
Repurpose
InsurancePolicy
InsurancePolicyParticipant
InsurancePolicyAsset
InsurancePolicyCoverage
InsurancePolicyCoverageBenefit
InsPolicyCvrBnftAttribute
InsPolicyCoverageNetwork
InsuranceRatePlan
RatePlanLineItem
InsuranceRatePlanCommission
InsuranceContributionPlan
InsContributionPlnLineItem
ProducerSplitAssignment
ProducerSplitRoleAssignment
InsurancePolicyTeamMember
InsPolicyBillingInfo
InsurancePolicyMemberAsset
InsurancePolicySurcharge
InsContributionPlnGroupCls
InsPolicyBenefitEligibility
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