An agent is the person or persons receiving commission on a policy. If premium or commission is being tracked for multiple agents on the same policy, duplicate policies should be added with each agent's share of the premium.
An agent is the person or agency receiving commission on a policy. Add Go to Main Menu. Click Data – Agents / Agencies Click ADD AGENT. Select the agent type. For an individual agent, enter a first and last name. For an agency, enter the agency name. ...
Sometimes a commission statement might come from a broker dealer or IMO with commissions from multiple carriers. If the statement has commissions from multiple carriers, you will need to select Multiple Carriers when creating the map. You will also ...
Client policy information can be imported using pre-defined policy import templates or entered manually. Each import template contains specific columns based on they type of commission paid on the policy. Depending on the types of policies you write, ...
The PENDING – CREATE NEW POLICY feature allows you to create new policies directly from pending commissions and automatically match those commissions to the newly created policies. Previously, policies could only be created one at a time. This ...
A Target Premium policy can be a universal life or other life policy that pays a base commission on “target premium” as determined by the carrier. A lower commission is usually paid on the “excess” premium above the target amount. Commissions can be ...