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insurance-brokerage-agency-billing-configure

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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.

skills/insurance-brokerage-agency-billing-configure/SKILL.md

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Nov 6, 2026
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Apache-2.0

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# Insurance Brokerage Agency Billing Configuration

Automates the full Agency Billing setup on a Salesforce FSC Insurance Brokerage org. Runs 7 sequential phases using `dispatch` MCP calls to verify licenses, enable features, **assign permissions early**, configure billing settings, create billing rules, set org defaults, set up accounting, and create a demo policy for Issue-to-Invoice testing. **Phase order is critical**: permissions must be assigned before billing settings configuration.

## Scope

- **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 Selling Models, Proration Policy), accounting setup (periods, GL accounts, GLAAR rules), permission set assignment, FLS creation via metadata endpoint, and demo policy creation.
- **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 brokerage orgs — enable it manually if needed.
- **All phases fully automated** via `dispatch` (headless routes + Metadata CRUD + Tooling API). No manual steps, no SF CLI, no gaps.

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## CRITICAL — Standard Field Names (no __c anywhere)