Assign Producer Split Arrangement to an Account

Assign a producer split to an account.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions where Financial Service Cloud and Insurance Brokerage are enabled

User Permissions Needed
To assign producer split arrangement to an account:	Insurance Commissions Management and Insurance Brokerage User

From an account page, on the Producer Split Assignment related list, click Assign New Arrangement.
Select the required values.
Make sure that the effective date is before the end date of the producer split arrangement.
To add another split arrangement, click Add Row.
Save your work.
A message confirms that the producer split arrangement is assigned.

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