Assign producer split arrangements at the account level and inherit them to the child
policies for easy maintenance. Producer split assignment is applicable to only explicit producer
split arrangement definitions and producer role split definitions.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited
Editions where Financial Service Cloud and Insurance Brokerage are enabled
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.
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.
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