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Insurance Brokerage Standard Invocable Actions
Learn more about the standard invocable actions available with Insurance
Brokerage.
Compute Producer Splits Action
Compute the producer splits for the producers associated with an Insurance Policy, for a Commission Statement Line Item.
Create Producer Commissions Action
Create records for the commissions that producers receive for the insurance policy associated with the specified commission statement line item, and update the commission statement line item record status.
Find Insurance Policy Action
Get the insurance policy associated with a commission statement line item that matches the specified criteria, and update the status of the commission statement line item record.
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