Release Date: 28 May 2026
We have introduced a new Estimated Commission filter in the Policy module. This filter allows users to filter data based on commission ranges for the policies. Users can efficiently view Active, Inactive, Cancelled, and Future policies-related information.
Use Case: The Estimated Commission filter helps users quickly filter policy data based on commission ranges.
This makes it easier to access relevant policy records and identify high-value policies without manually reviewing the entire dataset, thereby reducing manual effort and saving time
Note: This feature is available only for Epic Agency.
To View the Enhancement:
- Navigate to Policy.
- 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.
- Policies data are displayed based on the selected Commission range.
