Can a ENTERPRISE account view the "Bank Account" details of the Wellnex Account Managers in his group? : my-insurer and wellnex

Can a ENTERPRISE account view the "Bank Account" details of the Wellnex Account Managers in his group? Print

Created by: Regine Lai

Modified on: Fri, 16 Apr, 2021 at 4:55 PM

Specific for insurance

Yes. An Enterprise account (previously known as Super-Agent) can view the bank detail provided by the Wellnex accounts attached to his group, by accessing Portfolio Overview> Account Manager> Commission Details> Bank Account Details.

Regine is the author of this solution article.

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Can a ENTERPRISE account view the "Bank Account" details of the Wellnex Account Managers in his group? Print

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