The SUPER-AGENT can input commissions that are paid to ACCOUNT MANAGERS.
It starts at the Portfolio Overview - Policy.
Then the SUPER-AGENT selects a policy to reach the details and the Commission module.
It starts at the Portfolio Overview - Policy.
Then the SUPER-AGENT selects a policy to reach the details and the Commission module.
IMPORTANT FEATURE
Commission module
The tab Commission enables the SUPER-AGENT (group manager) to enter the amount of commission generated by the sale of insurance policy to be attributed to the respective ACCOUNT MANAGER.
AMs will then be able to see the commission that they generate in their Activity Dashboard.
Commission module
The tab Commission enables the SUPER-AGENT (group manager) to enter the amount of commission generated by the sale of insurance policy to be attributed to the respective ACCOUNT MANAGER.
AMs will then be able to see the commission that they generate in their Activity Dashboard.
Click on Commission Status "None" (or the existing commission information displayed) of a given insurance policy sold by one of your ACCOUNT MANAGERS.
The corresponding page is the Commission tab of that Policy Detail.
Use the action button [Add Commission Term +] to open a new input line where you will record the Date of entry, the Amount of commission generated (in SGD) and whether the commission is Paid (i.e. premium is paid thus corresponding commission is considered as paid) or Payable (i.e. premium not yet credited).
Use the action button [Add Commission Term +] to open a new input line where you will record the Date of entry, the Amount of commission generated (in SGD) and whether the commission is Paid (i.e. premium is paid thus corresponding commission is considered as paid) or Payable (i.e. premium not yet credited).
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The system will confirm that the entry is created with a pop-up message in the top-right corner of the screen (Update Commissions Successful)
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