Reinstate canceled policies, view complete policy details, and manage plan benefits with better validation and data support. Price change endorsements generate delta transactions to ensure accurate billing across milestone, upfront, and term-based billing models.
- Support Producer Split Management for Person Accounts
Manage Producer Split Assignments and Producer Split Role Assignments on Person Accounts. Previously available only for Business Accounts, these capabilities are now supported on Person Accounts. - Reinstate Canceled Policies in Insurance Brokerage
Restore canceled policies directly from the policy record and resume coverage from a specified date. The Reinstate action creates a new policy version based on the last canceled state, helping you quickly recover policies while maintaining continuity and audit history. - View Policy Details in Insurance Brokerage
Get a unified view of policy structure directly on the policy record. The Insurance Policy component displays policy data in a hierarchical tree, showing assets, coverages, participants, and rolled-up premiums to quickly understand the full policy in one place. - Enhance Plan Benefits with Attribute Validation and Data Type Support
Create plan benefits with greater accuracy using enforced attribute rules and expanded data type support. Required attributes are validated across UI and API, default values are prepopulated during creation, and new data types such as checkbox, date, and datetime ensure correct data capture. - Handle Price Change Endorsements with Milestone Billing
Easily process mid-term price changes by generating delta transactions for policy endorsements. Create precise milestone plans and billing schedules, and reduce the need for manual adjustments. - Handle Price Change Endorsements for Upfront and Term-Based Billing
Generate delta transactions, ensure accurate and consistent invoicing across billing treatments. When a policy is endorsed with pricing changes, the system generates delta transactions and applies them based on the selling model. - New Connect REST APIs in Insurance Brokerage
Simplify insurance billing by calculating prorated policy values and executing data rollups for specific policies for insurance carriers. Issue, endorse, cancel, and reinstate individual insurance policies. - New Invocable Actions in Insurance Brokerage
Simplify the policy lifecycle events by using the standard invocable actions available with Insurance Brokerage. - Create Custom Actions on Policy Participants and Coverages
Extend Insurance Policy Participant and Insurance Policy Coverage with your own actions so brokers can run the automations your team configures from the record page. - Change the Writing Carrier Account During Policy Renewal
Move a policy to a new carrier or a different account for the same carrier at renewal without canceling and reissuing. - Prevent Billing Errors with Billing Type Validation
Specify whether the carrier or the broker bills the policy when you issue it. Configure which billing types you can send to billing in setup. If a policy's billing type isn't eligible, Send to Billing is hidden in the UI, and the API returns an error. If you don't configure eligible billing types, Send to Billing stays available for every billing type.