Training Sessions: Commissions

Learn how to set up branding and change the sets of columns that are included when you generate agent statements.

Learn how to get more out of your commission data using our Custom Reporting feature.

Learn about the Payee Import Template, how it works, and how to set it up.

Learn what causes red-edits while processing commissions and how to resolve them.

Learn the basics of AgencyBloc's Commissions Processing Module.

Set default commission payees for policies and agents.

Use commission revenue types to distinguish and pay out commission by type.

Use projections to plan the commissions you expect to receive and chart a growth path.