Insurance Commission Calculation & Reporting

Make sure your Commission Statements are Accurate and that
You’re Getting Paid the Correct Amounts!

Advisors Assistant is not only an Agency Management System, it can calculate your insurance commissions for both insurance agencies and agents. It lets you mark commissions as paid with just one keystroke and then print out a report showing the commissions you were entitled to receive which did not come in. It makes it EASY to verify that your commission statements are correct.

Advisors Assistant Holdings, Inc. has produced commission tracking software since 1989, and the Advisors Assistant optional Insurance Commission Module includes hundreds of features suggested by our users.

The Advisors Assistant Insurance Commissions Module:

  • Calculates and tracks commissions for a single agent or an agency with many agents and up to 4 manager levels
  • Stores commission rates in rate tables so that they only need to be entered once for any policy series
  • Automatically calculates renewals without you having to update commission rates
  • Splits commissions on any one product for up to 4 agents with a different split for first and renewal commissions
  • Pays agent and manager commissions as a percentage of premium or a percentage of agency commissions
  • Handles chargebacks and agent adjustments
  • Calculates base commissions and up to 2 override levels
  • Calculates group commissions paid on a per member basis
  • Allows for partial payments and commissions still owed
  • Calculates fixed payments
  • Calculates non-commissionable premium amounts
  • Tracks company paid and agency paid commissions
  • Calculates trailer commissions based on policy net cash values
  • Prints agent statements showing first year and renewal commissions
  • Prints management reports including reports showing agency net commissions on a policy by policy basis

“Our firm has used Advisors Assistant for years. We had tried several different programs before and were always disappointed. Since we started using Advisors Assistant we’ve never felt the need to investigate any other program. We cannot run our business without Advisors Assistant CRM for Financial Advisors. I think that says it all.”

E. Dee Hinds, CLU, CFP, ChFC, RFC

Every Advisors Assistant Comes With:

  • World Class 800 Line Technical Support
  • Software Updates
  • A 30 Day Money Back Guarantee
  • FREE Training Webinars

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