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E&O as Recurring Deduction

Prior to the new system we were able to set our E&O Insurance to a default value for all agents. It currently defaults to $0. This would be best if we could set E&O up as a recurring deduction and then adjust for each agent as we need to for unique situations. Such as people on a team.

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Brooke Silva shared this idea  ·   ·  Report…  ·  Admin →
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  • Kevin Jones commented  ·   ·  Report

    We would love to be able to set this as automated amount for our MC, we use the same amount for every transaction.

  • Daryl Morava commented  ·   ·  Report

    Will the E&O be able to be standard and not entered in every transaction?

  • Anna Reiswig commented  ·   ·  Report

    There is so much potential to miss an E&O deduction which would cost the MC money or relationships with agents by going back to charge this when it is caught. Without the default, the agent also anticipates a different amount versus what it actually is.

  • Valarie Fitzgerald commented  ·   ·  Report

    This is absolutely CRITICAL! We always had E&O as an automatic deduction to agents. By taking that away, you are forcing the MCA or AMCA to enter it manually on every transaction as we are approving them, causing us more work. I thought this new system would help us work smarter, not harder.

  • Lisa Milner commented  ·   ·  Report

    This requires us to edit every single Commission prior to us approving them.

  • Maggie McDowell commented  ·   ·  Report

    This is hugely important, especially since an agent can not change the defaulted $0 therefore the MCAs have to do extra work on their ends.