- Entry of New Agent
- Historical Note Agent (Type of record can be flexible)
- Sales History
- Training Management
- Product Setup
- Product Position
- Mutation Setup / Movement
- Setup constants
- Compensation Components Setup
- User Management
- To setup a flexible formula for predefined constants for the benefits and compensation components of each particular position.
Module to prepare data eraser relevant constant with a formula for each agent. Example :
- Calculate override
- Calculate the large number of policies sold
- Policy Value sold
Modules that perform the calculation formula for each data policies and premium payment data for each agent and the relevant hierarchy.
- This module is required to validate the data that is uploaded on a particular period.
- This module is required to validate the information that has been calculated at a certain periode.
In addition to compensation & Benefit calculated based on premiums, Override taken from the back office system can accept other components by way of input or uploaded, these types of components such as:
- Medical cost reduction
- Cut off the commission because the policy
- Advance commission
- Installment loans / loan
The information entered into the database: employee number, type of component, value (in dollars), period (month + year)
Results will be uploaded this component and will look at e-slip can be seen in the application/portal.
This module is used if there is an error on data component/constants of the agent or group of agents, Adjustment done by editing the data in a way to edit.
Analysis & Reporting
This module is issued information routinely to the needs,
designed according to the required format output examples:
- Productivity Report
- Hierarchy agent