domains / families / business / insurance-brokerage-agency-billing-configure

insurance-brokerage-agency-billing-configure

separate

Configure end-to-end Agency Billing on a Salesforce FSC Insurance Brokerage org via dispatch MCP calls. Use this skill when users want to set up brokerage billing, configure agency billing, enable insurance billing features, create billing rules, set up accounting periods, assign billing permission sets, or create a demo policy for the Issue-to-Invoice flow. TRIGGER when: user mentions agency billing setup, brokerage billing configuration, insurance billing enablement, billing treatments, billing rules creation, accounting period setup, insurance policy billing information, or Issue-to-Invoice testing. Also use when users say things like set up my brokerage org for billing, configure billing on my insurance org, enable billing features, create billing treatments, set up GL accounts, or assign billing permissions. DO NOT TRIGGER when: user needs general Revenue Cloud Billing without insurance context, needs CPQ/quoting configuration, or needs claims processing setup.

When to use

• **In scope**: License verification, feature enablement (Context Service, Brokerage, Billing, Salesforce Pricing), billing settings configuration, billing rules creation (Legal Entity, Billing Treatments, Tax Engine, Payment Terms, Product…
• **Out of scope**: Revenue Cloud CPQ/quoting, claims processing, policy administration workflows, custom Apex development, LWC UI components. Data Pipelines (Sonic) requires an org-level `SonicLicensedOrg` feature not present on standard br…
• **All phases fully automated** via `dispatch` (headless routes + Metadata CRUD + Tooling API). No manual steps, no SF CLI, no gaps.

When not to use

• general Revenue Cloud Billing without insurance context
• CPQ/quoting configuration
• claims processing setup
• policy administration workflows
• custom Apex development
• LWC UI components

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