The Commission Tracking Module (CTM) training provides a high level overview of the basic setup and functionality of the CTM. As the CTM is a highly customizable module, live training with a CTM specialist is required. The following lessons serve as preparation for live training sessions that will address the specific needs of your business.
Lesson One: Policy Record Setup
Runtime: 7 minutes
Lesson Two: The Advisor Record
Runtime: 9 minutes
Lesson Three: Commission Transaction Validation
Runtime: 8 minutes
Lesson Four: Agent Commission Statements
Runtime: 6 minutes
Lesson Five: Rate Setup
Runtime: 5 minutes
Use the following link to setup live training sessions with the E-Z Data Training Coordinator.
>> Contact the E-Z Data Training Coordinator