Release Date: 28 May 2026
We have introduced a new Estimated Commission filter in the Carriers module. This filter allows users to filter data based on commission ranges for the Carriers. Users can efficiently view carrier-related information such as premium, commission, and other associated details.
Use Case: The Estimated Commission filter helps users to filter down the Carriers data based on commission ranges.
This makes it easier to analyze carrier performance, access relevant records, and focus on high-value commission data without manually reviewing the entire dataset, reducing manual effort and saving time.
Note: This feature is available only for Epic Agency.
To View the Enhancement:
- Navigate to Carriers.
- Click on the Filter icon.
- The Filter panel appears on the right-hand side.
- As shown below, a Commission filter has been added.
To View the Result:
- As shown below, enter the required Commission range.
- Click on Apply.
- Carriers data are displayed based on the selected Commission range.
