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Cratchit Web

Fee Tracking

The Fee Tracking Section is an accurate, easy to use way to capture information about the money spent during licensing and appointing agents for insurance sales. CratchitWEB's Fee Tracking module lets the user keep records of the multitude of fees charged by states and carriers.

The "Fees Paid" report provides a wide assortment of options for preparing detailed reports about expenses paid. It even enables the user to ask "What if?" questions by changing numbers and amounts to determine future costs when fee changes or personnel changes are known in advance. This is helpful in budget planning.

(Click on the screenshots to see a larger version.)

Friday, April 20, 2018