Question

We are trying to track retention rates for each carrier with several factors involved. Is there a report that can be used to accomplish this? Or can one be created? If so, how?

need help with a workflow were we can put training reminders out. We have them under the license tab and it tells them their license is due and not what is really due? Is there a way around this? Agents have to take LTC, AML and AHIP trainings eac...