Ensuring an Accurate New Business Metric for PowerBroker

Lucas Jans -

In PowerBroker, getting an accurate metric for "New Business" on the dashboard requires using the PowerBroker system correctly. 

 

The field that needs to be completed is the "Original Policy Inception Date." This date indicates the date the policy was first effective. So year after year of renewals, this date always represents the first effective date. For more questions on how to use PowerBroker please refer to Zycomp for support.

 

 

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