Brokerage

Configure agency billing faster by describing your setup goals to an AI coding assistant. Report on granular policy, participant, asset, and coverage attributes with custom report types. Manage high-volume books of business with brokerage policies that support up to 40,000 records across the full policy lifecycle.

• Configure Agency Billing Faster with an AI Coding Assistant
  Describe the agency billing outcome you want in plain language, and let a coding agent guide you through the configuration. Choose how much you want to review before changes apply, from approving each step individually to running the full setup with minimal intervention. The agent configures legal entities, billing treatments, tax and payment rules, accounting, permissions, and license checks for you, so you don't have to work screen by screen through Setup and the guided wizard. When setup is complete, the agent creates a policy so you can verify the configuration.
• Report on Insurance Attributes with Custom Report Types
  To support detailed analysis and regulatory reporting with attribute names and values in the same report as related insurance records, build reports and dashboards on granular policy, participant, asset, and coverage attribute data. Create a custom report type, and add the Insurance Policy Attribute, Insurance Participant Attribute, Insurance Asset Attribute, and Insurance Coverage Attribute objects as related objects.
• Link Tiers to Rate Plan Types to Choose the Right Tier Faster
  Limit which tiers appear for each rate plan type so your brokers see only the tiers that apply when they create a rate plan. Reduce the chance of selecting a tier that doesn't apply. Existing rate plan types stay linked to all tiers until you change the links, so brokers see the same options as before.
• Manage Large Brokerage Policies with up to 40,000 Records
  Manage high-volume brokerage business with policies that support up to 40,000 records, up from 2,000. Issue, renew, endorse, repurpose, and cancel large, complex policies through the full policy lifecycle in the UI or via Connect REST APIs.
• New Connect REST APIs in Brokerage
  Manage insurance policies at scale by creating draft endorsements, completing endorsements, issuing, and reinstating multiple policies in bulk. Preview rolled-up premium amounts for a draft insurance policy without persisting changes.
• New Connect in Apex Methods in Brokerage
  Manage insurance policies at scale by endorsing, creating draft endorsements, issuing, canceling, and reinstating policies individually or in bulk using Connect in Apex methods. Preview rolled-up premium amounts for a draft insurance policy without persisting changes.
• New Invocable Actions in Brokerage
  Use the new invocable action to preview rolled-up premium amounts for a draft insurance policy hierarchy without creating or updating changes.