5-Year Revenue
A 5-Year Revenue projection is available for each policy that has a comp plan linked to it. Revenue is projected for the the next 5 years using the current date. Calculations are displayed annually and by policy mode.
5-Year Revenue Projection
- Go to the Main Menu.
- Click a policy number.
- Click 5-Year Revenue.
- Click YEARLY or DETAILS.
Related Articles
Revenue Projection
The Revenue Projection report projects revenue over a specific period by year and month on Active policies. Revenue is also included from Termed policies while they were active. Only policies with a comp plan linked to them are included in the ...Revenue Types
Revenue Types are names given to other types of compensation on a policy. An example is an override or bonus. The revenue type name from the commission statement is used to match the commission to a policy. A revenue type is linked to a carrier. Add ...Step 6 - Add Reports
There are multiple reports to help you calculate, project, analyze and track premium and commission for your policies. Pending Business – displays annualized premium and first year commission on policies in underwriting. Analytics – summary of ...Step 2 - Import Client Policies
Customer policies can be imported using our Policy Import Template. Simply copy and paste data directly from your commission statement into the template to quickly load policies into the system. Download a Policy Import Template Go to the Main Menu. ...Import Client Policies
Customer policies can be imported using our Policy Import Template. Simply copy and paste data directly from your commission statement into the template to quickly load policies into the system. Download a Policy Import Template Go to the Main Menu. ...