Agent Financial Tile
Agent Dashboard > Agent Financial Tile This tile includes a link that opens the Agent Financial Transaction screen, allowing you to drill down and view commission… Read More »Agent Financial Tile
agent commission management
Enrolment Dashboard – New Agent
Enrolment Dashboard > Financials tile > Agent The Enrolment Dashboard features a Financial tile that provides functionality related to linking new agents. By accessing the… Read More »Enrolment Dashboard – New Agent
Finance
Main Dashboard > Finance The Finance main menu displays a set of icons that allow you to navigate to various sections related to financial transactions… Read More »Finance