Page 42 - Sales and Operations Handbook for Managers.pdf

Sales Agent/DSM will investigate the report and make

corrections or explain why the amounts do not match.

Sales Agent/DSM will provide explanations to both

Accounting and CPA. After the CPA receives the reasoning

for the discrepancy, they will proceed with report

verification. The report then gets uploaded into GP.

NOTE: At this time, if a payment is missed, the Sales Agent

should post the payment. Upload the carrier’s transmittal

pdf, credit card batches and deposit slip to Insurance Pro

at the end of the day.