Configure expression sets to calculate the fee, premium, or premium equivalent, and for
revenue forecasting.
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
In Setup, find and select Brokerage. Select Policy
Management, and then select Premium Calculation.
In the Insurance Policy Management Configuration section, click the edit icon next to
Premium Calculation Expression Set and Expected Revenue Expression Set and choose the
respective expression sets.
Save your work.
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