Products

Products

These are the specific names of the products offered by each carrier. A Product is linked to a carrier and is sometimes used to match a commission to a policy.

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Add

  1. Go to the Main Menu.
  2. Click Data – Carriers – Products – Revenue Types.
  3. Click the box next to a carrier.
  4. Click ADD PRODUCT.
  5. Enter a Product Statement Code - this is the name of the product as it appears in the commission statement.  The name is required to match commissions from the statement to a policy rider.
  6. Enter a Product Label - this is a name you will recognize in reports.
  7. Click SAVE.

Edit

  1. Go to the Main Menu.
  2. Click Data – Carriers – Products – Revenue Types.
  3. Click the box next to a carrier.
  4. Click the product name.
  5. Make changes.
  6. Click SAVE.

Delete

  1. Go to the Main Menu.
  2. Click Data – Carriers – Products – Revenue Types.
  3. Click the box next to a carrier.
  4. Click the box next to the products to delete.
  5. Click the delete icon . Deleting a product will remove it from any policy linked to it. This action is irreversible.
  6. Click CONTINUE.

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