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Insurance
Configure Invalid Statuses for Producer Commissions

Configure Invalid Statuses for Producer Commissions

Define which producer commission status is invalid.

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 set up brokerage: Insurance Brokerage User
  1. In Setup, find and select Brokerage. Then, select Commissions Management.
  2. In the Invalid Producer Commission Status section, click the dropdown arrow for the Status field and select the status that you want to define as invalid.
  3. Save your changes.
 
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