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Commits, branches and sync with the but CLI
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Configuring insurance brokerage agency billing v1.0.0
Use this resource to configure agency billing on an FSC insurance brokerage org
New
- 315 downloads
- 242 likes
- 104 saves
Free
Install with the CLI
In a terminal, from the folder you want:
npx --yes palatekit@latest install insurance-agency-billing-setupWith no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.
First time: connect the CLI with
npx --yes palatekit@latest loginThe agent checks the licenses, enables the features, assigns permissions before the settings, then creates the billing rules and accounting periods. It ends with a demo policy to test the path from issue to invoice. You get configured and testable agency billing.
Mostly picked by
Updated November 2, 2026
Previews
Details
- Install guides
- Generates with
- Your agent's model
- Licence
- Apache-2.0
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What you get
- SKILL.md : seven phases in fixed order and standard field names
- references/ : billing settings, rules, accounting, permissions and demo policy
Good fit for
- Your brokerage must bill its agencies
- You want to test the path from proposal to invoice
Not for
Tags
- insurance
- billing
- brokerage
- salesforce
About
You say
“Configure agency billing on my brokerage org and create a demo policy.”
Skill published by forcedotcom under the Apache-2.0 license, delivered in its original version.
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How to use it
- Install the skill in your agent's skills folder
- Ask your agent to configure agency billing on an FSC insurance brokerage org
- Review and adjust the result
Content preview
Files
- LICENSE11.4 KB
- NOTICE-PALATEKIT.md0.5 KB
- references/accounting-setup.md4.8 KB
- references/billing-rules-config.md8.2 KB
- references/billing-settings.md8.1 KB
- references/demo-policy-config.md5.2 KB
- references/org-defaults.md2.7 KB
- references/permissions-config.md11 KB
- references/prerequisites.md5.2 KB
- SKILL.md23 KB
Origin and licence
Listed unmodified
- Author
- forcedotcom
- Source
- github.com/forcedotcom/sf-skills/tree/985407c7f7896030759d3310fe47d652265916b3/skills/insurance-brokerage-agency-billing-configure
- Licence
- Apache-2.0
Notice
« insurance-brokerage-agency-billing-configure » (forcedotcom, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.
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