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Definitions and Terms
Advanced Commission – Commissions that are advanced to the agent after the first premium is paid. The advanced amount can be up to 100% and apply to first year, renewals or both.f the first-year commission after the first premium is paid. The agent ...
Groups
Group clients are those who provide employer paid products to their employees. Policies typically purchased by groups include medical, life, LTD, STD, and dental. Add Go to the Main Menu. Click Data – Groups. Click ADD GROUP. Enter a group name. A ...
Agents and Agencies
An agent is the person or agency receiving commission on a policy. Add Go to Main Menu. Click Data – Agents / Agencies Click ADD AGENT. Select the agent type. For an individual agent, enter a first and last name. For an agency, enter the agency name. ...
Carriers
Carriers are the insurance companies that you represent and pay you commissions. Add Go to the Main Menu. Click Data – Carriers – Products – Revenue Types. Click ADD CARRIER. Complete the required fields. Click SAVE. Edit Go to the Main Menu. Click ...
Products
These are the specific names of the products offered by each carrier. A Product is linked to a carrier and is sometimes used to match a commission to a policy. Add Go to the Main Menu. Click Data – Carriers – Products – Revenue Types. Click the box ...