HOW TO USE ENTERPRISE ACCOUNT (SUPER AGENT)
Commission module allows the Super-Agent to have an overview of the following (for all or some selected Account Managers -> use [Filter]): Total...
Fri, 16 Apr, 2021 at 4:49 PM
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 3:52 PM
Commission term is the QUANTITY of commission payments to be made.
Tue, 22 Oct, 2019 at 3:53 PM
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 3:54 PM
An ENTERPRISE account (previously known as Super-Agent) can access the "Commission Tab" within the Policy List to view the "Commission Sta...
Fri, 16 Apr, 2021 at 4:52 PM
An Administrator can add a Commission Term to a policy by accessing Policy> Policy Details> Commission. He/she can also: 1. Edit the policy ter...
Tue, 22 Oct, 2019 at 4:01 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 h...
Fri, 16 Apr, 2021 at 4:55 PM
Yes. He/she can do so by accessing Portfolio Overview> Account Manager> Commission History
Tue, 13 Apr, 2021 at 4:02 PM
You can look up in the Q & A articles on Freshdesk or you can view the online training modules at Training For Super-Agents
Fri, 16 Apr, 2021 at 4:45 PM
The ENTERPRISE account (previously known as Super-Agent) can access the Settings by clicking on the [gear] icon in the top right corner of the CRM. The ...
Fri, 16 Apr, 2021 at 3:29 PM