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 .

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