| Want to know which Carriers owe you money? |
 Did you know CT has a report that lists detailed information about policies with delinquent commission payments from the Carrier. This report itemizes exactly how much is overdue and the age of the debt. The Aging Report (or Late Carrier Payment Report) has been available in CT since version 1.0, but version 4.0.35 offers 4 ways to filter the report: by Carrier, by Client, by Primary Agent and by Policies with payments more than 90 days overdue.
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| What is a Revenue Group? |
You can create your own list of Revenue Groups and then assign policies to these groups. CT will then calculate the total commission earned by each Revenue Group. The ways to use Revenue Groups are endless. Only you can decide the best way to group your policies to get important revenue totals. CT users are constantly coming up with new ways to use this very flexible software feature. For example, you can use a Revenue Group as a way to group Policy Types when a Policy Type is too specific. Maybe there are 15 different Policy Types that all relate to Group Health Insurance, but you need the total revenue for all of these Policy Types combined. Read More |
Commission Tracker Manages the Data...
