Producer Split Assignment

Watch this video to see how to assign producer split arrangements at the account level and inherit them to the child policies for easier maintenance.

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• Search and Filtering Capability
  You can filter the split arrangements by type, line of business, or line of coverage from policy, account, or all available split arrangements.
• Assign Producer Split Arrangement to an Account
  Assign a producer split to an account.
• Assign Producer Split Arrangement to Policy
  Assign a producer split to an insurance policy either from an account or from outside of an account.
• Update Producer Split Arrangements
  Update producer split arrangements for an account or policy. You can also update the arrangement for multiple accounts or policies in one go.