Common Team Member FAQs

ECRM Integration Trouble Shooting

Having issues? Not seeing your data? There are few things that need to be in place for the data to flow correctly and efficiently.

Issuing Policies (ECRM Integration)

Viewing Commissions/Projections

Click on the $ on the bottom, left side of the screen

Monthly Projections

Want to see your current month's commissions and run a projection to see how much money you could make?

Issue a Sale (Manual Entry)

Not using ECRM integration? Here's how to mark a policy as issued so you can get paid.

Backdating a Policy

Deleting a Policy

Accidentally log a duplicate sale?

Trouble Logging In

Can't log in? Read below.

Canceling a Policy

Need to cancel a policy for a chargeback?