The focus for Phase 4 is to train and provide time for hands-on training for the agency to work on the product and become proficient with the following key functions:
(1) Production Accounting
- Commissionable Agency Fees
- Production accounting & Policy Activities
- Reconciling Commission Statements
(2) Point of Sale or Trust Accounting
- Receipt Processing
- Split Tender Receipt Processing
- Check Register
(3) Accounts Receivable
- Deposit Listing
- Receipt Register
- AR Suspense
(4) Accounts Payable
- Check Processing
- EFT Processing
General Ledger
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