Show Agent's Persistency When Looking up Agents

We need to be able to monitor the quality of business being written by agents.  We also need to know their persistency when the request a withdrawal from their reserves.

  • Gregg Havlak
  • Jul 5 2017
  • Already exists
I need it... Week
  • Jul 19, 2017

    Admin Response

    We actually are already showing the persistency for the agents in the policy stats widget on the dashboard. You just have to switch to that agent and change the filter to all months and it will show in the policy stats. Please email me at kyle.swearingen@funeraldirectorslife.com if this is not what you are looking for.

  • Attach files
  • Gravatar