Helpful tips for debugging
A policy/client doesn’t show up on the schedule
1. Do you have a schedule saved that matches the policy?
2. Does the schedule(s) you have saved for the company/ product in question have a policy effective date range established and if so.. does the policy in question fall within the date range? Note: if no policy effective date range is saved to the schedule then all policy effectives for that company/product will apply.
3. Does the schedules(s) you have saved for the company/product in question have an issue age range established and if so… does the client's age fall within that issue age range? Note: if no issue age range is saved to the schedule then all client ages for company/product will apply.
4. Does the schedules(s) you have saved for the company/product in question have states established and if so… is the clients primary address one of those states? Note: if no states are applied to the schedule then any client state for company/product will apply.
5. Does the policy have a valid commissionable premium established?
6. Does the policy have a status of either “Active” or “Pending”
7. Does the policy have a manual commission entered on it? If so, this value supersedes the schedule. Try editing this value on the policy as $0.
The commission value seems wrong, or the value is $0.
1. Is the effective date on the policy correct?
2. Is the policy still in its first year and has passed its advance phase? This will cause the policy to issue a $0 commission as there are no commissions to be paid until the 2nd year.
3. Are there enough commission bands for the system to use for calculations? Example: If the policy is in it’s 4th year but you only have bands that span into the 3rd year.. the system will have no valid data to calculate a commission.
4. Is the commissionable premium on the policy entered in as monthly? Premiums are calculated from a monthly modal factor.