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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    • Post Commissions

      Posting is the process of linking a commission from a statement to a policy. When a statement is imported, commissions are automatically linked to policies using the policy number as the primary field. Once a commission is linked, it will ...

    • 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 ...

    • Pending Commissions

      Pending commissions are those that cannot be automatically linked to a policy and are listed in the Comp Status column as PENDING. Usually, a commission cannot match to a policy because policy data is missing or incorect, or the policy does not ...

    • Unmatch a Commission

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      The Posting Page is a list of commissions for a particular statement. Commissions are categorized by Comp Status. A commission is Matched, Pending, or Igored. Go to Main Menu and select Commissions. Click on a statement date. The commissions can be ...