What is Paid & Locked?

What is Paid & Locked?

Paid & Locked, a feature on the Bonus tab, locks all sales from the selected period (including written sales that have not yet issued). If you need to edit or issue a policy that is in a period that has already been paid & locked, you will need to uncheck "Paid & Locked" on the Bonus tab and select submit prior to returning to the sales tab to issue the policy. For this reason, most agents do not select Paid & Locked. Instead, see our article on How To Lock Individual Sales .

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