In order to gain the full benefits of the Agent Terminal reporting feature, you need to update your completed applications with information on the bound policy. This is called "dispositioning" the application, and is what will drive more accurate information about your team's performance displayed in the reporting section of your Agent Terminal. Here is a quick overview on the steps necessary to disposition an application:
Indicate I want to mark an app as “Completed”
Be prompted for the Disposition modal
Enter the Yes Disposition flow, and select quote request price details, OR
Enter the No Disposition flow, and give a decline reason
Increment the Bound policy count + $
Decrement the In Progress count + est. $ premium
Select if the policy was bound or not.
Select which carrier the policy was bound with, even if it was off platform, and input the premium amount.
Once complete, your monthly progress will update based on the bound premium.
It is still important to complete applications that weren't bound for the most accurate representation of your team's performance.
