Automatically generate policy transactions and detailed breakdowns to reflect the financial impact of policy events. The transaction breakdown provides a clear view of insurance premium, commissions, taxes, and fees drawn from coverages, insured items, and insured parties.
Where: This change applies to Lightning Experience in Professional, Enterprise, and Unlimited editions where Insurance Brokerage SKU is enabled.
How: From the original insurance policy record page, click Issue, Renew, Endorse, or Cancel to generate the related transaction and transaction details.