Advanced Commission

Advanced Commission

The Advanced Commission report is a list of policies paying advanced commissions. The advanced commission is compared to the projected YTD “earned” amount based on the comp plan for the policy. The difference is the balance owed if the policy lapses. The report can be filtered by Agent or Carrier. Only policies with a comp plan linked to them are included in the report.

Click the attachment below for a sample Advanced Commission report.

Report Results



View

  1. Go to the Main Menu.
  2. Click Reports – Advanced Commission.
  3. Select Agent or Carrier from the filter.

Export

  1. Go to the Main Menu.
  2. Click Reports – Advanced Commission.
  3. Select Agent or Carrier from the filter.
  4. Click the export icon .

    • Related Articles

    • Missing Commission

      The Missing Commission report shows a history of imported commissions for a carrier. It provides a lookback to determine if commissions are missing on a specific policy. Only policies with a comp plan linked to them are included in the report. Click ...

    • 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 ...

    • 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 ...

    • 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 ...

    • Import Carrier Commission Statement

      A carrier map is required to import a commission statement. If a map has not been created for a statement, please review the Maps section before importing your statement. Only commission statements in Excel can be imported. If a statement is not ...