How to use Commission Module?
Commission module allows the Administrator to have an overview of the following:
Commission module allows the Administrator to have an overview of the following:
- Total commission eligible
- Commission Paid
- 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)
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. Purpose of "Commission Tab" within the Policy List
An Administrator can access the "Commission Tab" within the Policy List to view the "Commission Status (paid/payable) per policy.
An Administrator can access the "Commission Tab" within the Policy List to view the "Commission Status (paid/payable) per policy.
5. How do you add a "Commission Term" to a policy?
An Administrator can add a Commission Term to a policy by accessing Policy> Policy Details> Commission. He/she can also:
1. Edit the policy term and "Save" the updates.
2. View the existing commission terms.
An Administrator can add a Commission Term to a policy by accessing Policy> Policy Details> Commission. He/she can also:
1. Edit the policy term and "Save" the updates.
2. View the existing commission terms.
6. Can an Administrator view the "Bank Account" details of his/her agents?
Yes. He/she can do so by accessing Portfolio Overview> Account Manager> Commission Details> Bank Account Details.
Yes. He/she can do so by accessing Portfolio Overview> Account Manager> Commission Details> Bank Account Details.
7. Can the Administrator view the "Commission Payment History" of his/her agents?
Yes. He/she can do so by accessing Portfolio Overview> Account Manager> Commission History.