Automatic Policy Totals on your Insured Workboards
Sembley now automatically calculates and displays financial totals for your insureds, giving you an instant overview of their account value without manual math.
Total Premium and Total Commission
You will now see two new column headers available on your insured workboards: Total Premium and Total Commission. These columns automatically sum the values from all policy rows associated with that insured.
Automatic Updates: Whenever a premium or commission value is updated in a policy row, these totals reflect the change immediately.
Read-Only: Because these values are calculated by the system, they cannot be edited directly on the workboard.
The Calculator Icon
Cells in the Total Premium and Total Commission columns feature a small calculator icon. When you hover over or click this icon, a message confirms that the value is "Calculated from the insured's policy rows." It also provides a direct link to View policies, allowing you to quickly jump to the source data.