Paid Commissions

Paid Commissions

Paid commissions are those that have been imported and matched to a policy.  Once a commission has been imported, or added manually, it can be posted to a policy.  Posting is the process of matching a commission from the statement to a policy.  Paid commissions for a policy are in the Paid Commissions tab.



Paid Commissions

  1. Go to the Main Menu.
  2. Click Policies.  Select a policy.
  3. Click Paid Commissions. 
  4. This page displays a list of all paid commissions that have been matched to the policy.  Click the Statement Date to view the statement for the commission. 
  5. A paid commission can be unmatched by clicking the MATCHED button.
  6. A commission can be added manually to the policy by clicking  ADD MANUAL COMMISSION.
  7. Paid commissions can be exported by clicking the export icon .

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