Here is a summary of the changes for made in the month of March:
New - Projecting Commissions
Create Projection Tables to plan the commissions you expect to receive and chart the growth path of your agency. Use your projections to better track missing commissions and determine future revenue.
- Commissions - Create Projection Tables to calculate the commissions you expect to receive. Three new commission reports for Projections.
- Policy - Updated Payment History tab for quicker access to important commission details.
- Policy - Updated commission frequency to allow Advances + Frequency.
- Agency Dashboard - Two new graphs to view Actual vs. Projected commissions.
For details on how to get started with projections, check out the article Overview of Projecting Commissions.
Updates to BlocMail
A few tweaks and updates to BlocMail:
- When a new group, individual, agent is created from an unassigned BlocMail, the same fields display when users create entities outside of BlocMail.
- Activities created via the BlocMail now include the email info of To and CC in the activity notes.
Updated page layout for assigning BlocMail.
Advanced & Saved Search: Agents
Find Agent information using combined criteria and custom fields and then save your searches. Check it out by clicking on the Agents section.