Posting is the process of linking a commission from a statement to a policy. When a commission statement is imported, most commissions are automatically linked to policies. When a commission statement is imported, click POST COMMISSIONS when prompted to open the statement in posting. Commissions that cannot be automatically linked to a policy during the statement import process can be linked manually after the statement is imported. The posting page is accessed from the Commission Statements tab.
Posting Commissions After Policy Import
Go to the Main Menu.
Click Commissions - Statements.
Click a statement date. The posting page for the statement will open.
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 ...
Once a carrier map has been created, a commission statement can be imported. Only statements in Excel can be imported. Commissions can also be imported using a Generic Import Template or added manually. Import Commission Statements Go to the Main ...
A Map is required to import a carrier commission statement. The map provides a diagram of which fields are imported from the commission statement. Once a map has been created, it can be used over again each month. Each carrier statement will require ...
To calculate commissions for a policy, a Carrier and Comp Plan must be added and linked to a policy. A Comp Plan describes how a commission for a policy is calculated and how long it is paid. Since comp plans are linked to one or more carriers, you ...
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 ...