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Completing your Terminal applications for reporting purposes
Completing your Terminal applications for reporting purposes

Dispositioning, or updating your completed applications with information on the bound policy, allows you to take full advantage of reporting capabilities.

Updated over a month ago

Follow these steps to complete an application:

  1. Navigate to your "In progress" applications list.

  2. Select the desired application.

  3. Mark application as complete.

  4. Select "YES" if a policy was bound.

Select "NO" if a policy was not bound. It is still important to complete applications that weren't bound for the most accurate representation of your team's performance.

5. Select which carrier the policy was bound with, even if it was bound with a carrier that is not integrated in the Terminal, and input the premium amount.

6. Once complete, your progress will update based on the bound premium.

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