In January, we made some minor updates to the Commission Received by Policy Report to improve accuracy in the report output.
1/25/2022 - Commission Report Improvements
1/25/2022 - Commission Report Improvements
Commission Received by Policy Report
We changed how we calculate the “Carrier Provided Lives” and the “Policy Detail Lives” to improve accuracy.
Carrier Provided Lives
- Before
- This column totaled the number of lives for commission entries across all Agent Statement Dates in the selected date range.
- This column totaled the number of lives for commission entries across all Agent Statement Dates in the selected date range.
- After
- This column now shows the average number of lives for commission entries (total number of lives divided by total number of commission entries) associated with the Policy record.
- If you select a range in the Agent Statement Date report filter, you’ll see this column duplicated for each date in the range.
Policy Detail Lives
- Before
- If a Policy has multiple occurrences in the report output, the number of Policy Detail Lives for each occurrence increased incrementally.
- If a Policy has multiple occurrences in the report output, the number of Policy Detail Lives for each occurrence increased incrementally.
- After
- If a Policy has multiple occurrences in the report output, this column no longer incrementally increases the number of lives for each occurrence.
- If a Policy has multiple occurrences in the report output, this column no longer incrementally increases the number of lives for each occurrence.