Make it easy to find the last contract written date for an agent and find out what reserves are still "at risk"

When an agent terminates and requests reserves, we have to know when their last contract was written in order to know when to tell them we can release their reserves.  Another question that comes up time to time is from managers asking if we can release funds to an agent.  We need to keep enough in reserves to offset whatever chargebacks could occur based on business within the chargeback period.  So we need a field that shows the date of the last contract written and a way to easily calculate reserves needed based on gross commissions paid in the last 9 months.

  • Amy Biggs
  • Mar 17 2016
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I need it...
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