Release Date: May 5, 2026
A new Estimated Commission filter has been added to the Policy Renewal and New Policy workflows. This enhancement allows agents to refine workflow audiences based on projected commission values, enabling more targeted and data-driven engagement.
Use Case: This feature helps agencies prioritize and segment accounts based on their potential revenue.
With the Estimated Commission filter, users can target high-value clients for renewals and new policy workflows, segment accounts based on preferred commission ranges, focus on revenue-generating opportunities, and create more personalized and effective engagement strategies.
Note: This feature is available only for Epic Agency.
To view the enhancement:
- Navigate to Engagement.
- Under Automation, click on Create.
- The Engagement > Workflow > Select page appears.
- Under the policy renewal and New policy, the Estimated commission Filter has been added
To view the Filter in Policy Renewal:
- Click on Customize.
- From Engagement > Workflow > Select > Name page, click on the Filter icon.
- The Filter panel appears on the right-hand side.
- Scroll down to view the newly added Estimated Commission filter.
Note: To view the Estimated Commission filter in the New Policy Workflow, follow the same steps as for Policy Renewal.
