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.

CRITICAL — Standard Field Names (no __c anywhere)

Every field in this workflow is STANDARD. Never append __c to any field name. Here are the correct API names: