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08. Production

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Here’s the step-by-step procedure for using the “Production” tab in Centralize, designed to help you keep track of your earnings and the status of your cases.

Objective

View upcoming commission and bonus reports, and analyze the status of your production based on time criteria, statuses or contract types.

Access

Look for the “Production” icon in the menu (a chart with an upward curve).

Step 1: Set up the analysis period

  1. Time filter: By default, the system displays data from the last six months.
  2. Adjustment: You can change the dates to enlarge the analysis window (e.g. the last full year).
  3. Refresh: Always click the refresh button to update the list after each criterion change.

Step 2: Filter by coverage status

Identify the financial status of your files with the status filters:

  • Commissionable: Files for which payment is confirmed.
  • Refused: Files declined by the insurer.
  • Requirements not received: Files blocked by missing documents (e.g. delivery).
  • Not taken (NTO): Contracts issued but declined by the customer.
  • Closed: Files closed by the institution.

Step 3: Reading Data Columns

The list presents information from left to right for structured reading:

  • File: Insurer, Holder and Contract Number.
  • Type: Nature of the product (e.g. participatory living, disability).
  • Dates: Submission, Decision and Conclusion.
  • Finances: Premium amount paid, commission amount and bonus amount.

Step 4: Advanced Filters and Segmentation

For a more detailed analysis, use the following criteria:

  1. Contract source: If you use external systems (e.g. IDWeb, par MaVie), filter by origin.
  2. Splits: Isolate contracts shared with other advisors (e.g. filter on 50% shares).
  3. Nature of the contract: Switch between the display of Insurance or Investments.
  4. Proposal Type: Target a specific stage (Initial Proposal, Renewal, Replacement, Buyback, Conversion, etc.).

💡 Helpful tip: Use the “Requirements not received” filter during your weekly follow-ups. This allows you to identify files that are technically completed but whose commission is blocked by a simple administrative formality.