Producer Role Assignments

Assign or reassign the producer role at account level and then inherit it to the policy for easy maintenance. Update the producer role for multiple accounts or policies in one go. The producer role assignment is applicable only when you use producer role split arrangement definitions.

Required Editions

Available in: Lightning Experience

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

Assign Producer Role to an Account
Assign a role to producers at account level.
Assign Producer Role to a Policy
Assign a role to producers at policy level either from an account record or outside of an account.
Reassign Producer Roles
Reassign producer roles to accounts or policies when the original producer is no longer associated with the account.
Update Producer for Multiple Accounts or Policies
Replace an existing producer for the accounts and policies with a new producer.

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Producer Role Assignments

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Producer Role Assignments

Required Editions