Add 3 new filters to the reporting section for David Nichols with CMG: 1) # of cancelled contracts over time; 2) # of lapsed contracts over time; and 3) # of cash surrender contracts over time.
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Feb 7 2017
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Reporting add filter for Company & State
A report that shows persistency for a sales person. It could show graphically the amount of surrenders, cancellations, lapses and early deaths that impact that %.
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