Admin fee is non commissionable fee that is charged on top of the premium by the carrier
You can now split the actual premium from the admin fee. This will reflect in the commissions system in the future
New Summary Calculations
You can now see calculations split into groups
ALL
Policies
Active Policies
In Process Policies
Application
Verified
Pending Payment
Pending Approval
Other Policies for a customer
Breakdowns have been modified.
Next to Premium in Parenthesis you will see the Subsidized Premium (not calculation of actual premium)
Actual Premium now reflects Premium – Subsidized Premium
Monthly Fees has been added. This Reflects Premium + Admin Fee
Initial Fees has been added. This Reflects Premium + Admin Fee + Enrollment Fee
Actual Monthly has been added. This reflects Premium – Subsidized Premium + Admin Fee
Actual Initial has been added. This reflects Premium – Subsidized Premium + Admin Fee + Enrollment Fee
New Helpful Calculations
Monthly Fees, Initial Fees have been added to main section next to Admin Fee
Actual Premium, Actual Monthly Fees and Actual Initial have been added in the Marketplace section next to Subsidized Premium
Calculation Fields have a helper Icon to show they are calculations and what the formula is.
New Policy Status: Not Taken
This status is useful for clients who have accepted a policy and has been accepted by the carrier, but at the last minute the client cancels.
This is considered a CANCELLED status, and will stamp date_cancelled and who cancelled it.
Fixed a visual bug with Status in Customers Filters.
New Ability: Export PHI and Export PCI
Shows option to Export PCI and Export PHI Data for those who shouldn’t normally have it. Please refer to your organizations rules as to who should have access to this information.
Actions
Revamped the Action section of the Dialer Screen
It now has actions split by the following:
Lead
Policies
Dependents
Notes
Status
Policy Status
It now does a comparison of the last change done before the current save, and will tell you what changed.
Look for Green “CHANGES” buttons
Hover over for details as to what changed
Red Buttons with NO CHANGE will report that a save was clicked but no changes where submitted.
This should help with Auditing what has happened to a lead / client and prevent people from overwriting, adding or changing data and claiming that they had not.
