Training Sessions: Commissions

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.

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