Insurance Commissions Web Tutorial
Make sure you're getting paid correctly!
- Automatically calculate first year and renewal commissions
- Split commissions between up to 4 producers
- Track overrides, fixed payments, annualized commissions, and more
- Post and update commission transactions
- Print commission reports, including Producer and Manager Statements, Agency Distributions, and Graphs
The Insurance Commission Tracking Web Tutorial covers the following topics:
- Setting up Commission Rate Tables
- Utilizing Producer Default Rate Tables
- Exploring the connection between the policy record and commissions
- Calculating Commission Transactions for any date range
- Track group commissions for companies that pay by number of members
- Posting Commissions
- Creating Remainder Transactions when the company still owes money
- Adjusting commissions due and modal premiums for group commissions
- Modifying commission transactions
- Entering agent adjustments
- Printing Commission Reports including Agent Transmittal Statements
The Insurance Commission Tutorial has almost 4 hours of lessons, and when you purchase it for just $59 you receive 12 hours of time. You can spend those hours however you'd like - 3 people can go through the complete Tutorial, or you can repeat different lessons as many times as you'd like.
There is no expiration date attached to the Tutorials - 6 months from now you can log into the Tutorial if you still have time available.
Call 800-799-4267 or 805-773-7981 to start using the
Advisors Assistant Web Tutorials Today!
Whether you're an individual producer or head of an agency who pays producers and brokers from multiple companies, you can rely on Advisors Assistant to make sure you're being paid what your companies owe you. Advisors Assistant will also calculate what you need to pay your agents and managers.
Insurance Commission module training is designed to give you hands on experience in:
- Setting up commission rates for your companies and your producers and managers.
- Tracking commissions for both high and regular producers.
- Understanding how policy data interacts with the commission module to calculate agency, producer, and manager commissions.
- Automatically calculating first year and renewal commissions.
- Splitting commissions among producers and managers.
- Tracking universal life commissions for basic and excess premiums.
- Tracking overrides, fixed payments, single premium commissions, non-commissionable amounts, annualized commissions, and more.
- Posting commissions using commission transmittal reports from your companies.
- Printing management reports showing your net earnings after all commission distributions are made to producers and managers.
- Printing producer and manager transmittal reports to accompany payments.
- Entering special situation commissions.
- Automatically deducting agency expenses from producers' commissions and chargebacks.
Class Price: $199
For more information call us at 800-799-4267 or 805-773-7981.
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