We treat large downpayments as single pays when we pay commissions instead of paying the higher multip pay rate on the whole policy. If they EPO, we treat the downpayment as a multi-pay and take the entire commission down to the EPO rate, which is...

Right now we only get confirmation of a sale when the exact information from the Digicon contract matches up to the information / address in the Lead Conversion Report. I am looking to make the LCR more accurately reflect the sales that where a re...

Right now if a policy was going to be downgraded based on medical records if the insured died within the contest-ability phase the funeral director sees the full death benefit amount. If the downgrade could happen when the claim comes in and autom...

Thinking this is already in progress but recently heard it was not on the "road Map". Automating the next of kin into COF would be a major efficiency improvement and would also drastically increase adoption of Aftercare in Passare accounts. Contin...

Received a call from Stewy asking if there is away to either make the commission widget collapsible or a way you would have to click on to make it appear/disappear. Reason being if an agent is on their computer and signs on and another agent is cl...

We really have no way of monitoring negative reserves other than going in and checking each agent one-by-one. That is not feasible since I have over 800 agents in my region. This helps us get on top of these situations before we have major problems

For some funeral directors and owners the amount of money they receive personally from the program is as important as total production. We have a variety of ways we pay agents and owners. Some personally sell and receive commissions, others receiv...

Typically if there is no answer there is nothing for me to note that would be of value. Just seeing that I left a voicemail or they didn't answer is enough. I am doing everything I can to reduce key strokes and make using the platform easier.