The agent or the internal sales staff who has closed a sale and fulfilled the payment criteria for a progressive claim will be able to view the claim.
The user roles below will be able to view their own submission claims if they are tied to an Agreement or a Staff incentive.
- Agency Staff
- Agency Admin
- Agency Leader
- Headquarter
- Sales Manager
- Supervisor
- Sales Admin
- Staff
To view a submission claim, click on Submission claims on the left navigation panel.