Partner Policies Report
This is a report available via the insights module, under the Sales section of reporting. Partner Policies report has been modified, including a name change FROM Partner Policies with Referral Fees. This report now includes policies that have any code used within the term of the policy. The reports consists …
Adding a building in podium
If your referral partner has multiple buildings that they look after. You can add those buildings in podium and attach a code to them. Here is an example of one we have set up: So, in the above example, ABC Property Management look after a building called 27 Test Ave (which is on 27 Templebow Way NE, Cal…
How to modify partners or codes in podium
There is a separate article for creating partners and new codes in this help centre - see article : How to create a new partner in podium . In this article we will show you how to modify or edit those existing profiles. Open your partner profile up in podium, their profile will look similar to this: The…
Bulletin - September 20th, 2021
Nude Solutions Updated Release Anticipated release – Week of September 20th, 2021 Thank you for your ongoing support! We are continuously working to improve the Nude Solutions platform and cannot do it without you! Please send any enhancement requests to: [email protected] This bulletin conta…
podium FAQs
Can you please explain ‘Payee Type’, in podium? * Individual – This means that we will pay a referral fee for each contact created on the partner and tied to a referral code. When this is selected your codes will be restricted to a single contact and that contact will be paid a referral fee to the bank informa…
Renewal Report Guide
Renewal Report Guide This Renewal Report provides you with the following data: * Dataset showing in-force policies as at custom date. * PIF Count. * PIF Premium. * Written Annual Premium. * Slicer allows you to display policies that were in force as at a chosen date. * Property Risk Province and City availa…
How to create a new partner in podium (Individual payee)
How to create a new partner in podium In this article you will learn: * How to add an individual Partner in podium, where referral fees are paid to the individuals. * Partner codes showing in thru * Permission to email customer documents partners For information on how to create a new business partner in pod…
How to create a code in Podium
To create a code for a partner, locate the profile in podium and scroll down to the Codes section. You can set up a code to apply a discount OR to just recognize the referral and not apply a discount or neither, just to track leads. A new 'Add Code' window will appear with the following sections: * Co…
How to create a discount code URL link
To easily provide a discount code to your customers you can create a unique URL to direct them to thru. To create the URL add the following to your website URL. /spa/ policytype ?referralcode= insertreferralcodehere To create the URL to direct the customer to a renters quote In the following example the…
