Watch now to discover our approach to prioritizing new features and defining our product roadmap.

To give you more flexibility in managing agent affiliations, we've added the ability to track them by Product Type. This also allows you to have multiple primary affiliations. Click HERE to learn more.

We've added new paths to Policies, Paid Business, and Payment reports, making it easier to filter Transactors and General Ledger Accounts by incoming or outgoing transactions.

You can now reconcile your commission statements with deposits received. This feature allows you to match amounts and ensure you received all your commissions. Click HERE to learn more.

We've added new options for your Report Publishing Schedules, allowing you to now schedule reports not just by day, week, month, or year, but also by specific hours and minutes.

Say goodbye to report timeouts! This new feature will automatically publish reports that take longer than 1 minute to generate, ensuring you always get the information you need.

We're moving the Commission Statement field to the Payouts section. This change will allow you to link different Commission Statements to various payouts under the same Paid Business.

You will soon be able to easily control the visibility of Medicare and Medicaid IDs based on user permissions, offering you enhanced flexibility in managing sensitive information.

Incentive Schedules will be integrated into Commission Schedules to enhance the organization of your system. This update will also enable you to preview generated incentives.