DASHBOARD

What is "Commission Term"?
Commission term is the QUANTITY of commission payments to be made.
Tue, 22 Oct, 2019 at 1:14 PM
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/ Ge...
Tue, 22 Oct, 2019 at 1:10 PM
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.
Tue, 22 Oct, 2019 at 1:13 PM
How do I access the "Commission Term" per specific policy?
To access the "Commission Term" per specific policy, click on the "Policy Number" and access the "Commission Tab".
Tue, 22 Oct, 2019 at 1:18 PM
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.
Tue, 22 Oct, 2019 at 1:19 PM
Can the Account Manager view his/her "Commission Payment History"
Yes. He/she can do so by accessing Settings > Profile > Commission History.
Tue, 22 Oct, 2019 at 1:22 PM
What is the difference between Member dashboard and Insured Dashboard?
Our Wellnex platform can accommodate different types of users, like Financial Advisers, Insurance intermediaries, Small Business, Retailers... The Insured d...
Thu, 22 Apr, 2021 at 2:23 PM
Wellnex CRM - How to read your comprehensive membership dashboard?
Discover how to read your comprehensive membership dashboard.  Watch the video below to see what information you can select and filter on the interac...
Fri, 3 Sep, 2021 at 4:19 PM