Overview
There are a few ways to get your commission data into AgencyBloc. Generally, you'll import commission data from an electronic statement provided by the carrier in an excel format. If the carrier does not provide a statement, you can use the standard import template or manually add entries. Using manual entries is also a good option for posting a small number commissions received or making adjustments to agent commissions.
Importing commissions (5:38)
5/30/2019 - We made some minor design changes to the Commission Settings page layout, but the content and processes in this video are still accurate. See release notes for more details.
7/17/2019 - We updated AgencyBloc to support commission number. See release notes for more details.