2. I want to see the number of POLICYHOLDERS/LEADS since the beginning of the year/month/week/day
The "General" tab on the dashboard shows the number of policyholders/leads by year as a default. To see leads/policyholders, monthly/weekly/day, please select the timeframe from the drop down bar on the right.
The "General" tab on the dashboard shows the number of policyholders/leads by year as a default. To see leads/policyholders, monthly/weekly/day, please select the timeframe from the drop down bar on the right.
3. I want to see the new additional NEW CLIENTS/LEADS/POLICYHOLDERS since the beginning of the year/month/week
To view additional policyholders for the year/month/week , scroll down the dashboard to access "ALL CLIENTS". You will see the additional new clients under the "New" tab and select the timeframe from the drop down bar on the right. To see only LEADS/POLICYHOLDERS, please select from the drop down menu showing client type.
To view additional policyholders for the year/month/week , scroll down the dashboard to access "ALL CLIENTS". You will see the additional new clients under the "New" tab and select the timeframe from the drop down bar on the right. To see only LEADS/POLICYHOLDERS, please select from the drop down menu showing client type.
8. I want to see the total number of new CLIENTS/LEADS/POLICYHOLDERS today
The total number of new CLIENTS/LEADS/POLICYHOLDERS for today, is shown as per indicated in the circle.
The total number of new CLIENTS/LEADS/POLICYHOLDERS for today, is shown as per indicated in the circle.
4. I want to see the total number of new policies today
To view the total number of new polices, scroll down towards "Policy". The number of new policies today will be shown on the circle on the left.
To view the total number of new polices, scroll down towards "Policy". The number of new policies today will be shown on the circle on the left.
5. I want to see the number of new policy per line of business.
To view the total number of new polices, scroll down towards "Policy". The number of new policies today will be shown on the circle on the left. You can view new policies by different lines of business by selecting from the drop drop bar on the right "All".
To view the total number of new polices, scroll down towards "Policy". The number of new policies today will be shown on the circle on the left. You can view new policies by different lines of business by selecting from the drop drop bar on the right "All".
6. I want to see the number of policy per entry date
To view the total number of new polices, scroll down towards "Policy". The number of new policies today will be shown on the circle on the left. You can view new policies by different lines of business by selecting from the drop drop bar on the right "Entry Date".
7. I want to see the number of policy I processed by effective date
To view the total number of new polices, scroll down towards "Policy". The number of new policies today will be shown on the circle on the left. You can view new policies by different lines of business by selecting from the drop drop bar on the right "Entry Date" > "Effective Date".
To view the total number of new polices, scroll down towards "Policy". The number of new policies today will be shown on the circle on the left. You can view new policies by different lines of business by selecting from the drop drop bar on the right "Entry Date".
7. I want to see the number of policy I processed by effective date
To view the total number of new polices, scroll down towards "Policy". The number of new policies today will be shown on the circle on the left. You can view new policies by different lines of business by selecting from the drop drop bar on the right "Entry Date" > "Effective Date".
8. What is the difference between entry date and effective date
Entry date is the date where the policy is keyed onto my-insurer system. Effective date is the inception date of the policy.
Entry date is the date where the policy is keyed onto my-insurer system. Effective date is the inception date of the policy.
9. I want to monitor the lapses due this month
To monitor lapse policies this month, scroll down the dashboard to access the Lapse/Renewal Overview before the selecting the timeframe from the drop down bar at the bottom the lapse meter "This Month".
10. I want to monitor the lapses due this year
To monitor lapse policies this month, scroll down the dashboard to access the Lapse/Renewal Overview before the selecting the timeframe from the drop down bar at the bottom the lapse meter "This Year".
11. I want to monitor the lapses due this week
To monitor lapse policies this month, scroll down the dashboard to access the Lapse/Renewal Overview before the selecting the timeframe from the drop down bar at the bottom the lapse meter "This Week".
To monitor lapse policies this month, scroll down the dashboard to access the Lapse/Renewal Overview before the selecting the timeframe from the drop down bar at the bottom the lapse meter "This Month".
10. I want to monitor the lapses due this year
To monitor lapse policies this month, scroll down the dashboard to access the Lapse/Renewal Overview before the selecting the timeframe from the drop down bar at the bottom the lapse meter "This Year".
11. I want to monitor the lapses due this week
To monitor lapse policies this month, scroll down the dashboard to access the Lapse/Renewal Overview before the selecting the timeframe from the drop down bar at the bottom the lapse meter "This Week".
12. I want to monitor the renewal due this week
To monitor lapse policies this month, scroll down the dashboard to access the Lapse/Renewal Overview before the selecting the timeframe from the drop down bar at the bottom the lapse meter "This Month".
13. I want to monitor the renewal due this week
To monitor lapse policies this month, scroll down the dashboard to access the Lapse/Renewal Overview before the selecting the timeframe from the drop down bar at the bottom the lapse meter "This Month".
14. I want to monitor the renewal due this month
To monitor lapse policies this month, scroll down the dashboard to access the Lapse/Renewal Overview before the selecting the timeframe from the drop down bar at the bottom the lapse meter "This Year".
To monitor lapse policies this month, scroll down the dashboard to access the Lapse/Renewal Overview before the selecting the timeframe from the drop down bar at the bottom the lapse meter "This Month".
13. I want to monitor the renewal due this week
To monitor lapse policies this month, scroll down the dashboard to access the Lapse/Renewal Overview before the selecting the timeframe from the drop down bar at the bottom the lapse meter "This Month".
14. I want to monitor the renewal due this month
To monitor lapse policies this month, scroll down the dashboard to access the Lapse/Renewal Overview before the selecting the timeframe from the drop down bar at the bottom the lapse meter "This Year".
15. What is the difference between premium flow and premium booked
Evolution of the premium according to the period selected Premium booked = Lifetime value of a policy shown at issuance (Total premium that will be payable during the duration of the policy) Premium flow = Effective payment of a policy according to payment terms.
16. I want to monitor the Premium that my business collect
Scroll down the dashboard to access "Premium" overview. You can have a view of your premium by timeframe and type by selecting your preferences from the drop down bar on the left.
17. I want to monitor the premium that I have booked and issued
Scroll down the dashboard to access "Premium" overview. You can have a view of your premium by timeframe and type by selecting your preferences from the drop down bar on the left.
How to use Commission Module?
Commission module allows the Account Manager to have an overview of the following:
1. Total commission eligible
2. Commission Paid
3. Commission Payable
1. How do I interpret the "Commission Amount" dashboard?
The "Commission Amount" dashboard shows the commission payable versus commission paid over a stipulated period of time by product category (Life/ General Insurance).
The "Commission Amount" dashboard shows the commission payable versus commission paid over a stipulated period of time by product category (Life/ General Insurance).
2. What is "Commission Term"?
Commission term is the QUANTITY of commision payments to be made.
3. How do I interpret the "Commission Term" dashboard?
The "Commission Term" dashboard shows the commission payable versus commission paid over a stipulated period of time by product category (Life/ General Insurance)
4. How can I view the Commission Term attached to each policy?
The "Commission Term" per policy can be accessed via "Client Management" > "Policy" > Commission Tab.
The "Commission Term" per policy can be accessed via "Client Management" > "Policy" > Commission Tab.
To access the "Commission Term" per specific policy, click on the "Policy Number" and access the "Commission Tab"
6. Can an Account Manager view his/her "Bank Account" details
Yes. He/she can do so by accessing Settings > Profile > Commission Details > Bank Account Details.
Yes. He/she can do so by accessing Settings > Profile > Commission Details > Bank Account Details.
7. Can the Account Manager view his/her "Commission Payment History"
Yes. He/she can do so by accessing Settings > Profile > Commission History.
