Monitoring persistency in the agent portal Tools and resources to help you manage persistency
Monitor your current persistency metrics from the agent portal Homepage and Performance Tab.
Homepage: In the agent portal homepage, youʼll find business metrics that monitors your personal 4 month, 7 month, and 13 month persistency. Performance: In the agent portal Performance tab, you can monitor your entire organization with the hierarchy and individual agent-level view.
Our step-by-step video tutorial is also available to you in the Resource Center of the agent portal.
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