Pending Commissions

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 exist.




Search for an Existing Policy

  1. Go to the Main Menu.
  2. Click Commissions.
  3. Click a Statement Date.
  4. Select PENDING from the Comp Status filter.
  5. Click on a PENDING commission.
  6. Search for a policy.
  7. Click PREVIEW for any possible match.
  8. Select or deselect any fields that are included in the Auto-Update section.  Any field selected in the Auto-Update section will be updated with information from the commission statement.
  9. Click MATCH to confirm your selection.

Add a New Policy

  1. Go to the Main Menu.
  2. Click Commissions.
  3. Click a Statement Date.
  4. Select PENDING from the Comp Status filter.
  5. Click on a PENDING commission.
  6. Click ADD POLICY.
  7. Complete the required fields for adding a new policy to a client.
  8. Click SAVE.
  9. The new policy will appear on the PREVIEW page.
  10. Click MATCH to link the new policy to the commission.

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