Adding a Commission Manually

Adding a Commission Manually

A commission can be manually added to a policy.  This can be useful if there are not many commissions paid from a carrier or the statement is not available in Excel.  A map is not required to add a commission manually to a policy.  Once the commssion is added, only the statement date and description can be edited.  If the amount entered is incorrect, the statement must be deleted and added again with the correct amount.  After the commission is added, it must be posted to the policy.  Posting is the process of matching the commission to the policy.



Add

  1. Go to the Main Menu.
  2. Click Commissions.
  3. Click the commission statement icon   .
  4. Click + Manual Commission.
  5. Click the policy number.
  6. Click NEXT to confirm the policy is correct.
  7. Enter the Statement Date.  This can the date the commission was received or any other date.
  8. Enter a description (optional).
  9. Enter the Commission/Fee amount.
  10. Enter the Paid Date.  This is the date the commission was paid.
  11. Select a Revenue Type from the dropdown (optional).  Revenue types must be added to a carrier prior to the commission.
  12. Enter a Commission Rate (optional).  This is the rate applied to the premium.  If a fee is paid, leave this field blank.
  13. Click ADD ROW to add additional commissions.
  14. Click NEXT when finished.
  15. Once the commission has been added, it is ready to be posted to the policy.  Posting is the process of linking the commission to a policy.  Click POST MANUAL COMMISSION to post the commission to the policy.  Click ADD NEW MANUAL COMMISSION to add a manual commission to another policy.

Edit

  1. Go to the Main Menu.
  2. Click Commissions.
  3. Click the box next to the statement.
  4. Click the edit icon  .
  5. Make changes.  Only the Statement Date and Description can be edited.
  6. Click SAVE.

Delete

  1. Go to the Main Menu.
  2. Click Commissions.
  3. Click the box next to the statements to delete.
  4. Click the delete icon  .
  5. Click CONTINUE.  Deleting a commission will remove it from any policy linked to it.

From the Paid Commissions Tab

  1. Go to the Main Menu.
  2. Click Policies.
  3. Select a policy.
  4. Click the Paid Commissions tab.
  5. Click ADD MANUAL COMMISSION.


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