Keep owners informed with real-time premium totals after sales

Owners reconciling policy sales manually leave premium totals outdated and daily reports unreliable. The workflow increments the premium counter on each sale, keeping aggregated totals current for finance and owners.

Overview

Owners risk daily revenue reports that rely on stale premium totals and end up with manual reconciliation headaches. This workflow ensures each sold policy increments the company premium counter so finance and owners always see current aggregated premium totals. The result is more reliable revenue monitoring and fewer manual adjustments during close.

Notable Features

Increment company premium counter
Validate sale details before increment
Update finance reports and alerts