Spot performers & problems early Tools and resources to help you manage your teamʼs chargebacks
In the agent portal Performance tab, you can monitor performance metrics across your entire organization, including sub-agencies and specific agents. The Chargebacks section provides a breakdown of outstanding chargebacks: ➔ Total created chargebacks – The total amount of chargebacks assigned to the agent or downline. ➔ Personal Chargebacks – Chargebacks incurred directly by the agent.
Debt will roll up in the hierarchy in which the policy was sold, regardless of subsequent hierarchy changes.
Our step-by-step video tutorial is also available to you in the Resource Center of the agent portal.
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