Post Commissions

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 automatically link again when a new statement is imported. Product, effective date, premium, revenue type and agent are other fields in the policy that are also used to 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.

Posting Commissions During a Statement Import

  1. Import a commission statement.
  2. Click POST COMMISSIONS after the statement is imported to open the statement in the Posting page.

Posting a Manual Commission

  1. Add a manual commission to a policy.
  2. Click POST MANUAL COMMISSION when prompted.  This Posting page for the commission will open.


Posting Commissions After a Statement Import

  1. Go to the Main Menu.
  2. Click Commissions.
  3. Click a Statement Date to open the statement in Posting.