Insurance Brokerage Standard Invocable Actions | Insurance Developer Guide

Cancel Insurance Brokerage Policy Action
Cancel an insurance brokerage policy with optional cancellation details such as effective date, reason, and target status.

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.

Create Endorsement Draft for Insurance Brokerage Policy Action
Start an endorsement draft of an insurance brokerage policy with optional policy detail overrides.

Endorse Insurance Brokerage Policy Action
Complete an in-progress endorsement of an insurance brokerage policy.

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.

Issue Insurance Brokerage Policy Action
Issue an insurance brokerage policy by specifying the policy ID.

Reinstate Insurance Brokerage Policy Action
Reinstate a canceled insurance brokerage policy with optional reinstatement details.

Renew Insurance Brokerage Policy Action
Renew an insurance brokerage policy with optional policy detail overrides.