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            Assign Producer Split Arrangement to an Account

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            Assign Producer Split Arrangement to an Account

            Assign a producer split to an account.

            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 assign producer split arrangement to an account: Insurance Commissions Management and Insurance Brokerage User
            1. From an account page, on the Producer Split Assignment related list, click Assign New Arrangement.
            2. Select the required values.
              Make sure that the effective date is before the end date of the producer split arrangement.
            3. To add another split arrangement, click Add Row.
            4. Save your work.
              A message confirms that the producer split arrangement is assigned.
             
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