Commission Tracker
Commission Tracker Wing Tip of the Week
  
      
Welcome to our "Weekly Wing Tip" from The Commission Tracker Owl!
This week we are going to talk about:
 

  Part1 Renew Policies

 

On the Carrier screen a button has been added - "Renew Policies", next to the Reconcile Carrier Statement button. Use this button to quickly renew all policies for a single carrier. When you click this button a screen will appear listing all policies about to be renewed during a given date range and it also allows you to change the premium before renewing, if needed. Commission Tables and "Payments per term" (example: going from 1 payment per term to 12) can be changed at time of renewal.

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