All Views

The following views are available from the Broker Center sidebar. Views are listed in the sidebar menu in the order specified in your User Options. More...

Broker Overview	View frequently-used broker information (type, commission information, etc), edit broker setup information, or delete a broker. More...
A/R Activity	The A/R Activity view provides receivable balances for customers, policies, and on-account transactions for a selected broker.
Activity	View or add activity items for the selected broker. Activities are permanent entries documenting actions taken for a broker. More...
Documents	View and manage Doc360 documents associated with the selected Broker. More...
Notes	View, add, and modify additional information associated with the broker, stored in the form of Notes. More...
Register	Access a broker's transaction list. The Register displays all commission statements, checks, receipts, and journal entries for the broker. More...
Suspense	Create, view, and/or update tasks for the selected broker that have been logged for follow-up. More...