Ignore a Commission

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 commission in Pending status can be ignored.




Ignore a Commission

  1. Go to the Main Menu.
  2. Click Commissions.
  3. Click a Statement Date.
  4. Select All from the filter.  
  5. Click the box in the Ignore column for each policy to be ignored.
  6. Ignored commissions can only be applied to PENDING commissions.  If a commission is MATCHED, it must first be UNMATCHED before it can be ignored.
  7. Uncheck the Ignore box to change the commission back to PENDING.

    • Related Articles

    • Commission Statement

      The Commission Statement report displays commissions received by agent. This report can be used to generate commissions statements to agents who receive a fixed percentage of the commission amount. Report Parameters Name Statement Date - The date you ...

    • 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. ...

    • 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 ...

    • 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 ...