Insurance Commission Tracking
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
Calculating Insurance Commissions with Advisors Assistant – 1 hour 30 minutes
- Setting up Commission Rate Tables
- Utilizing Default Rate Tables
- Exploring the connection between the policy record and commissions
- Calculating Commission Transactions for any date range
- Tracking 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
- Printing Commission Reports including Transmittal Statements