Expiration & Exclusion Reports in Applied TAM - Did Any Balls Get Dropped?
Recorded On: 01/12/2017
Did you miss any renewals? Have all active policies been invoiced? Look at a very simple tool to capture goals and flesh out executable actions plans.
Learning objectives:
• Use the Expiration Report to identify billing screens that have not been updated.
• Use the Exclusion Report to find the billing screens that have not been invoiced.
• Discover how to use the criteria of the Exclusion report (based on your accounting setup) to find the direct bill policies that are missing direct bill commissions.
Presenter: Sue Good
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Expiration & Exclusion Reports in Applied TAM - Did Any Balls Get Dropped?
Did you miss any renewals? Have all active policies been invoiced? This session will look at two reports that will show you which billing screens have not been updated, and of the billing screens that have been updated, which ones have not been invoiced.
Learning objectives:
• Use the Expiration Report to identify billing screens that have not been updated.
• Use the Exclusion Report to find the billing screens that have not been invoiced.
• Discover how to use the criteria of the Exclusion report (based on your accounting setup) to find the direct bill policies that are missing direct bill commissions.
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