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Insurance
Assign and Configure a Surcharge for a Product

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Assign and Configure a Surcharge for a Product

Associate a surcharge with an insurance product and control when and how it's calculated. Set the sequence number to define calculation order, configure effective dates, and add rules that decide which quote line items the surcharge applies to.

Required Editions

User Permissions Needed
To assign surcharges: Manage Revenue Cloud

The sequence number that you assign controls the order in which surcharges are calculated for the product. A surcharge with a lower sequence number is calculated before one with a higher number. This ordering is critical when one surcharge's value depends on another; for example, a tax calculated on a fee amount.

  1. From the App Launcher, find and select Products.
  2. Select the product that you want to add the surcharge to.
  3. On the product record page, open the Product Surcharge tab and select Add Product Surcharge.
  4. Select the surcharge from the list, then save your work.
  5. Enter a Sequence Number.

    Surcharges with lower numbers are calculated first. For example, assign sequence 1 to a fee and sequence 2 to a tax that's calculated on the fee amount. Make sure that the sequence number is unique for each product surcharge related to a product.

  6. Enter Effective From and Effective To dates to define when this surcharge is active for the product.

    These dates must fall within the parent surcharge's effective date range.

  7. Optional: If the surcharge type is Fee, make sure the Product field is populated.

    For Fee surcharges, the Product field is required. The Tax Treatment field isn't applicable to fees and must be left empty.

  8. Select Configure from the dropdown menu for the surcharge.
  9. On the Create New Rule screen, select Add Attribute in the Conditions section.
  10. Add details about the attribute value to apply the surcharge to.
  11. Save your changes.

The system auto-populates the Pricing Procedure Variable field with a read-only value that combines the product code and surcharge name (for example, autoSilver__NY Fee). The calculated surcharge amount is stored in the pricing procedure context in a variable whose name is the value of the Pricing Procedure Variable field.

 
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