Can I track how the company sends commissions and renewal letters?

Jenesis makes tracking how the company sends commissions and renewal letters easy.

Step 1:  Go to Utilities and click on Company Setup

Step 2:  Find the Company you are looking for

Step 3:  Look for the field labeled Commission Method and/or Renewal Method

Step 4:  Make your selection from the drop down menu.

  •  In the Commission Method field choose “retain  commission” if you keep part of the commission and choose “receive commission”  if you receive a check for the commission.
  • In the Renewal Method field choose “Agency Only”  if the renewal letter is sent just to the agency, and choose “Agency & Insured” if both parties receive the renewal letter.

Check out the video for more help

View Video Here

Please click here if this helped you.
0 people found this helpful.

Category: General

← Faqs