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 that help match a commission to a policy. When adding a new policy to a client, it’s important to include as many of these fields as possible. Once a commission is matched, it will automatically match each month as a new statement is imported.

When a commission is matched to a policy, Auto-Update can automatically update the carrier, product, effective date, and premium information to a policy.  Auto-Update fields are selected when creating a map for the carrier.

A matched policy will display a green MATCHED box in the Comp Status column.

View Matched Commissions

1. Go to the Main Menu.
2. Click Commissions.
3. Click a Statement Date.
4. Select MATCHED from the Comp Status filter.

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