Release Notes highlight the recent product updates so you can stay up-to-date on what’s new.
We’ve made some updates to make it easier to set commission payees and revenue codes when creating a policy or adding a servicing agent.
Policy & Agent Commission Defaults
You've said that it would be helpful if commission payees were assigned as soon as the servicing agent is added to the policy. Additionally, some have said you often pay commissions the same on each policy and would like a way to set payees for any new policy created. To help with this, you can now set commission defaults for new policies or for agents when you add them as a servicing agent.
Learn more in the article on Setting Policy & Agent Defaults.
Policy Commission Defaults
You can set a commission default to apply anytime you create new policies. This option is helpful when you pay commissions the same on most policies. When active is checked, default commissions are set any time you create a new policy.
Agent Commission Defaults
You can set commission defaults for agents to apply when they are added as a servicing agent on a policy. When an agent’s commission defaults are active, default commissions are set when the agent is added to a policy as the servicing agent.
