Hi all,
I am with a customer and I have the following issue:
The client (Insurance Company ) wants that their agents can see, after the application form (and the calculation of premium in PM) came in, what will the commission be, until the Client paid the full premium.
Process:
Application form came in -> calculation of premium -> bill to customer and simultanously calculation of commission (but no Settlement) -> payment of customer -> afterwards payment and Settlement to agent
So I want at first the ICM to calulate and somedays / weeks / months (not years) later to payout the Money.
The commission forecast Information should be extracted and communicate to the agents (Report, Portal...).
I would be glad if someone could help me on that.
Thanks in advance for your ideas
Martin