AMS360-Business Origin Field

Business Origin allows you track the origin of new business and align commissions directly to a business type and source. It provides better insights into your business by tracking revenue generated by the defined source and saves time by automating the calculation of producer commission. This recording will share how to use it, what reports does it effects and how it will affect existing default commissions. Presented by Joyce Sigler, AVP, Acquisitions & Technology, Seibertkeck Insurance Partners
Recording
What is Business Origin? It allows you track the origin of new business and align commissions directly to a business type and source. It provides better insights into your business by tracking revenue generated by the defined source and saves time by automating the calculation of producer commission. ---That sounds great but how do I use it? What reports does it effect? Will it affect my existing default commissions? Content Leader: Joyce Sigler | AVP, Acquisitions & Technology |Seibertkeck Insurance Partners

When
11/17/2022
Where
Virtual
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