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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.
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 update producer split arrangements: | Insurance Commissions Management and Insurance Brokerage User |
Update Producer Split Arrangement for an Account
Update the producer split arrangement for 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 update producer split arrangement for an account: | Insurance Commissions Management and Insurance Brokerage User |
- From an account page, click the Producer Split Assignment related list.
- Click the action menu for the producer split arrangement record that you want to update and then click Reassign Split.
- In the Reassign Producer Split Arrangement window, specify the producer split arrangement and effective date, and click Next.
- Review the information message and click Next.
-
Review the policies that you’re updating the split arrangement for and save your
changes.
A message confirms that the producer split arrangement is assigned.
Update Producer Split Arrangement for a Policy
Update the producer split arrangement for a policy.
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 update producer split arrangement for a policy: | Insurance Commissions Management and Insurance Brokerage User |
- From the list view of the Producer split Assignment related list, select the accounts or policies for which you want to update the producer.
- Click Reassign Producer Split Arrangement.
-
Select the required fields.
Producer Split Arrangement and Effective Date fields are mandatory.
- Review the records for which producer split arrangement is going to be updated, and save your changes.
Update Producer Split Arrangement for Multiple Accounts and Policies
Update Producer Split Arrangement for multiple accounts or policies.
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 |
- From the list view of the Producer split Assignment related list, select the accounts or policies for which you want to update the producer.
- Click Reassign Producer Split Arrangement.
-
Select the required fields.
Producer Split Arrangement and Effective Date fields are mandatory.
- Review the records for which producer split arrangement is going to be updated, and save your changes.
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