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            Add Insurance Contribution Plan Related Lists to Policy Pages

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            Add Insurance Contribution Plan Related Lists to Policy Pages

            To make the Insurance Contribution Plans related lists available to your users, add them to the page layouts.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Service Cloud and Insurance Brokerage are enabled
            User Permissions Needed
            To use contribution plan: Insurance Policy Management User
            1. From the object management settings for Insurance Policy object, go to Page Layouts.
            2. On the layout assigned to your users, click Edit.
            3. Click Related Lists.
            4. Drag Insurance Contribution Plans from the available options and drop it onto the layout.
            5. Save your changes.
            6. Similarly, add the Insurance Policy Contribution Plan related list for the Insurance Policy Coverage object.
             
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            Salesforce Help | Article