Guide to Using the Commission Statement Portal
Step 1: Access the Commission Statement Portal
Navigate to the Commission Statement Portal.
Ensure you are logged in to access the features.
Step 2: Select the Statement Type
Choose the option for 'Prior Statement by Date Range'.
This will allow you to filter statements based on specific dates.
Step 3: Set the Date Range
Instead of using the initial method, we will train the system to use a specific date format.
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Set the date range for the prior statement:
Start Date: April 1st
End Date: April 30th.
Step 4: Identify the Statements
Confirm that there are two statements available for the selected date range.
Step 5: Rename the Statement
Select the first statement to rename it.
Use the format: 'Humana April 25'.
Ensure to include the correct statement date.
Step 6: Verify the Dates
Check the statement date to ensure accuracy.
Confirm the date is April 2, 2025.
Step 7: Finalize the Process
Complete the renaming process.
Note any personal milestones related to the dates, such as birthdays.