Pending Policies
01-18-2023
We have made a few changes to the Pending page as it relates to keeping track of commission. Now there is a "Not Paid" widget that gives you a dollar amount of expected commissions that havn't been paid out. We also added the "Paid" dropdown on the policy row for "Pending" policies too, as it's possible you get paid on a policy before it's effective date is reached.
For those using the "Paid" column, we have made it even more handy as now you can keep track of normal policy commission payments and policy HRA or bonus payments, which can sometimes come at different times. The widget lets you know what's delinquent based on payment type.
We have also added a "Bonus" field to non-CMS products. Use this if there is an expected additional commission above and beyond your normal policy commission payout.
Other Updates & Additions
- If you are uncomfortable with the new pending widget, you can change back to classic view by clicking the pencil icon next to the "Pending" page name
- The "Not Paid" changes are helping set the stage for a future automated commission reconciliation feature
