Show the persistency for funeral homes.

We need to be able to see the quality of business being written by all agents at a specific funeral home.  We also need this information when a funeral home is requesting funds for the charitable matching program.

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

    Admin Response

    We actually are already showing the persistency for the funeral home in the policy stats widget on the dashboard. You just have to switch to that funeral home 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.

     

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