Page 35 - Sales and Operations Handbook for Managers.pdf
P. 35
Click on the plus sign indicated next to the carrier for the
difference amount to verify there is a receipt attached in
Insurance Pro. If there is a receipt attached, then click the
carrier name which will link to the carrier website. Pull up
the carrier website to look at all the payments made.
Compare the payments to see if an agent did not post a
payment to the carrier website. If yes, the Sales agent
needs to get the receipt corrected with the help of the DSM
on Insurance Pro.
