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.

Where: This change applies to Lightning Experience in Professional, Enterprise, and Unlimited editions where Financial Services Cloud and Insurance Brokerage are enabled.

How: In Setup, associate each tier with the rate plan types it applies to. Your brokers then see only those tiers when they create a rate plan.