Podium Payments
Referral payments will be generated on the 1st of each month and released to partners around the 5th. Similar to bond payments, referral payments take 3-5 business days to clear. Important internal info: DO NOT change a pending payment to unpaid, as it will lead to the failure of all payments that evening. If …
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 …
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 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…
