Training Sessions: Commissions

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.