DASHBOARD

How 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 b...
Mon, 11 Feb, 2019 at 1:52 PM
How 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 b...
Mon, 11 Feb, 2019 at 1:56 PM
How 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 b...
Mon, 11 Feb, 2019 at 1:56 PM
How 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 b...
Mon, 11 Feb, 2019 at 1:57 PM
How 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 b...
Mon, 11 Feb, 2019 at 1:58 PM
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 d...
Mon, 11 Feb, 2019 at 2:04 PM
How 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 fr...
Mon, 11 Feb, 2019 at 2:05 PM
How 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 fr...
Mon, 11 Feb, 2019 at 2:06 PM
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 ...
Tue, 22 Oct, 2019 at 1:13 PM
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/ ...
Tue, 22 Oct, 2019 at 1:14 PM