Running LOA Commission Report

Edited

To see what needs to be paid out based on LOA production, follow these steps.

  1. from the Agency Platform click either click you initials or profile picture and click "LOA Comp", or if you navigation bar is on the eft hand side, simply click "LOA Comp"

  2. From here you can run a production report based on policy effective date.

  3. This will list all the policies written by the LOA agents and how much you need to pay them based on their LOA Commission schedule.

  4. You can click the "Paid" checkbox to notate that you have paid out this policy.