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.
Install
npx skills add forcedotcom/sf-skills --skill insurance-brokerage-agency-billing-configurenpx skills add forcedotcom/sf-skills --skill insurance-brokerage-agency-billing-configure -a claude-code -gnpx skills add forcedotcom/sf-skills --skill insurance-brokerage-agency-billing-configure -a codex -ggemini skills install https://github.com/forcedotcom/sf-skills.git --path skills/insurance-brokerage-agency-billing-configuregh skill install forcedotcom/sf-skills insurance-brokerage-agency-billing-configuregit clone --depth 1 https://github.com/forcedotcom/sf-skills /tmp/forcedotcom__sf-skills
mkdir -p ~/.claude/skills ~/.agents/skills
cp -R /tmp/forcedotcom__sf-skills/skills/insurance-brokerage-agency-billing-configure ~/.claude/skills/insurance-brokerage-agency-billing-configure # Claude Code
cp -R /tmp/forcedotcom__sf-skills/skills/insurance-brokerage-agency-billing-configure ~/.agents/skills/insurance-brokerage-agency-billing-configure # Codex, Cursor, Gemini CLI, Copilot, OpenCode