Posting Commissions
Reposting
Reposting is the process of updating multiple policies in the application in order to match multiple commissions at one time from the posting page. Reposting Process Go to the Main Menu. Click Commissions. Click a statement date with multiple Pending ...
Ignore a Commission
There may be commissions on the statement that you want to ignore. An Ignored commission will have a checkmark in the box in the Ignore column. Once the commission is marked Ignored, it will be ignored each time a new commission is added. Only a ...
Pending Commissions
Pending commissions are those that cannot be automatically linked to a policy and are listed in the Comp Status column as PENDING. Usually, a commission cannot match to a policy because policy data is missing or incorect, or the policy does not ...
Unmatch a Commission
Sometimes it might be necessary to unmatch a commission from a policy. Once a commission is unmatched, it becomes a Pending commission. Unmatch a Commission Go to the Main Menu. Click Commissions. Click a Statement Date. Select MATCHED from the Comp ...
Matched Commissions
A Matched commission is one that is linked to a policy. When a statement is imported, a commission is automatically linked to a policy using the policy number. Product, effective date, premium, revenue type and agent are other fields in the policy ...
The Posting Page
The Posting Page is a list of commissions for a particular statement. Commissions are categorized by Comp Status. A commission is Matched, Pending, or Igored. Go to Main Menu and select Commissions. Click on a statement date. The commissions can be ...
Post Commissions
Posting is the process of linking a commission from a statement to a policy. When a statement is imported, commissions are automatically linked to policies using the policy number as the primary field. Once a commission is linked, it will ...