Manage the end-to-end agency billing workflow with greater accuracy, automation, and
financial control. Bring a unified, streamlined experience across policy lifecycle management,
transaction generation, billing, payments, ledger, transaction journals, and
collections.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise,
and Unlimited Editions where Insurance Brokerage is enabled
Manage the end-to-end agency billing workflow with greater accuracy, automation, and
financial control. Bring a unified, streamlined experience across policy lifecycle management,
transaction generation, billing, payments, ledger, transaction journals, and collections.
Set Up Billing Enable Billing, assign the required permission sets, and set up features for using billing for insurance policies.
Policy Lifecycle Processes with Policy Versioning Enhance accuracy and reduce data entry throughout the policy lifecycle that includes policy issuance, renewals, endorsements (MTA) and cancellations. Customers benefit from a streamlined process that ensures all changes are accurately recorded, aggregated, and prorated.
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