Agency Management Page: 1

1. Add new items and adjust entries that the calculation engine cannot predict (2 product(s) support this feature)
2. Advances mode of payment (2 product(s) support this feature)
3. Age banding (2 product(s) support this feature)
4. Agent contract Tracking (2 product(s) support this feature)
5. Agent license tracking (2 product(s) support this feature)
6. Annualized first year only mode of payment (2 product(s) support this feature)
7. Appointment tracking (3 product(s) support this feature)
8. As-paid mode of payment (2 product(s) support this feature)
9. Bundle advisor payments together and designate the date items are paid to individual advisors (2 product(s) support this feature)
10. Commission rate tracked for each contract and product combination (2 product(s) support this feature)
11. Continued education tracking (2 product(s) support this feature)
12. Contracts assigned to individual advisors (2 product(s) support this feature)
13. Contracts can be non carrier-specific (1 product(s) support this feature)
14. Convert recruit to agent status (1 product(s) support this feature)
15. Effective-Expiration date banding (2 product(s) support this feature)
16. Error and ommission tracking (2 product(s) support this feature)
17. Excess payments that are banded can be handled as a function of the target premium (2 product(s) support this feature)
18. Export data to CSV Quickbooks or Peachtree formats (2 product(s) support this feature)
19. Face amount banding (2 product(s) support this feature)
20. Fully or partially reconcile expected commission receivables (2 product(s) support this feature)
21. Hold individual commission payable entries for future payment (1 product(s) support this feature)
22. Load carrier payments that are received electronically via NAILBA Commission file standard (1 product(s) support this feature)
23. Lock a hierarchy to prevent it from being rebuilt (1 product(s) support this feature)
24. Manually add advisors to a hierarchy (2 product(s) support this feature)
25. On adding a policy of any type a commission hierarchy is built defining all advisors to be paid on the case the advisor contracts being applied to the case and the commission rate being applied to the case (2 product(s) support this feature)
26. Premium banding (1 product(s) support this feature)
27. Print advisor commission statements (2 product(s) support this feature)
28. Rebuild a hierarchy with all current data at the time of the rebuilding attached to the hierarchy (2 product(s) support this feature)
29. Reconcile expected commission receivables and record carrier payments (2 product(s) support this feature)
30. Recruit and track agents (2 product(s) support this feature)
31. State banding (2 product(s) support this feature)
32. Track a recruit through various stages of qualification for example interviews requirements and fact-finding (3 product(s) support this feature)
33. Track contract assignment (2 product(s) support this feature)
34. Track contract date type options-including policy date active stage date and entry date (2 product(s) support this feature)
35. Track contract number or solicitor number (2 product(s) support this feature)
36. Track contract paid-by options (2 product(s) support this feature)
37. Track contract status (3 product(s) support this feature)
38. Track contract type (3 product(s) support this feature)
39. Track contracts per carrier (2 product(s) support this feature)
40. Track effective and expiration dates (2 product(s) support this feature)
41. Track supervisor name and supervisor contract (2 product(s) support this feature)
42. Track the line of business for which the contract is valid (1 product(s) support this feature)