-
Use projections to plan the commissions you expect to receive and chart a growth path.
-
Learn how to be more effective and efficient processing commissions in AgencyBloc during the first quarter of the year.
-
Learn best practices for commission reporting, what data you need to track to make your reports complete, and more.
-
Learn how to identify missed commission payments and other insights with our commission reports.
-
Learn how to set up branding and change the sets of columns that are included when you generate agent statements.
-
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.
-
Set default commission payees for policies and agents.
-
Use commission revenue types to distinguish and pay out commission by type.