Add 3 new filters to the reporting section for David Nichols with CMG: 1) # of cancelled contracts over time; 2) # of lapsed contracts over time; and 3) # of cash surrender contracts over time.
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Feb 7 2017
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A report that shows persistency for a sales person. It could show graphically the amount of surrenders, cancellations, lapses and early deaths that impact that %.
Make a Contract Detail Report Section for OA
Fix Remaining Bugs on Passare Website
Move "DIGicon Usage Over Time" report under the Volume section
The date on the icon for reports should be the date of the report and not the date the report was put online
Add a budget line for comparison in the reporting module in the sales over time category.