For insurance sales ops: record every closed deal centrally

Sales ops miss closed deals, causing commission and owner-accountability gaps. Record every closed deal into a central deals table so COOs can verify premiums and commissions.

Overview

Missed closed deals create commission reconciliation gaps and blur owner accountability. This workflow captures every closed order and writes it to a central deals table, giving COOs a single source of truth for premiums and commissions. The result is reliable week-to-date closings, no missed entries, and smoother commission reconciliation.

Notable Features

Create centralized deal records
Lookup owner and assign accountability
Flag missing premiums or commissions