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Goals New business premium and retention targets
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Nothing is split down or inherited — a level with no goal simply shows no target.
Goals set
People Who can get in, and what they see
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Only @wilhelmrisk.com addresses. Their scope is saved before the account is created.
Everyone with access
Data Load a consolidated report
Upload a workbook
Reads the Book of Business, Retention and New Business sheets. Lost business comes from the lost columns on the retention rows. Loading a year replaces that year.
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