Insurance Policy Lightning Web Component for Brokerage

Overview

Insurance policies can include multiple levels of related records, such as assets, coverages, and participants. The Insurance Policy Lightning web component displays this information in a hierarchical tree so users can understand the full policy structure at a glance.

On the component, users can view:

• Policy hierarchy in a tree structure
• Effective start and end dates, total amounts, and taxes for each policy line item
• Rollup values across the hierarchy

When users select a policy line item, the side panel shows details such as commissions, premiums, taxes, fees, attributes, and other configured standard or custom fields.

How It Works

• The hierarchy reflects the structure of the policy and its related records
• Premium values roll up from child records to parent records
• Total Term Amount represents the sum of term premium amount, term tax amount, and term fee amount.
• Total Standard Amount represents standard premium amount, standard tax amount, and standard fee amount
• Attributes related to the selected record or associated product are displayed in the side panel