Commission Statements
Apply and Backfill Module
The Apply and Backfill module is the primary processing step for commission statements. It matches each row in your uploaded statement against existin...
Bonus Programs
Agency accounts only. Bonus programs require an agency account. Bonus Programs let you define incentive structures that reward agents with additional...
Commission Statements — Overview
Commission Statements is a tool for uploading, mapping, and processing the commission statement spreadsheets you receive from insurance carriers. It a...
Discovery Module
The Discovery module compares your commission statement against your CRM database to identify coverage gaps. It answers two critical questions: Which ...
Payments and Splits Module
Agency accounts only. This module requires an agency account. Individual agent accounts will see it as locked with an Agency badge. The Payments and ...
Setup Checklist
Agency accounts only. The Setup Checklist is available only to agency accounts. The Setup Checklist guides you through the initial configuration need...
Commission Statement Exports
The Commission Statements system provides several export options for reporting, payroll, and analysis. Exports are available at both the individual st...
Statement Upload and Column Mapping
To upload a new commission statement: Navigate to the Statements tab and select the target year and month. Click Upload Statement . Choose an Excel...
Tags and Split Rules
Agency accounts only. Tags and split rules require an agency account. Tags are labels you can assign to commission statement rows to categorize them ...