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Commission Totals Report

Overview

The Commission Totals report shows the total premiums and commissions paid to an agent or agency. This article covers the preconfigured standard report and includes a Custom Reporting recipe. You can use the recipe to build your own versions of the Commission Totals report.

Note: Only accounts with the Commission Processing module can access and use AgencyBloc's commission features.

IN THIS ARTICLE

Video overview
What's in the report
Interpreting the data
Custom Reporting recipe

Video overview

Video recorded on October 11, 2022

What's in the report

To run this report, you must have the following Security Group permissions:

  • Report “Visible”
  • Visible (Full Commission Viewing)

Report data for Totals by Agency (available for locked Agent Statement Dates only):

  • Agency
  • Premium
  • Outstanding Balance*
  • Commission Earned
  • Adjustments Applied*
  • Net Amount to be Paid*
  • Revenue Type

*You have to select the ‘Include Balance Carryovers and Agent Adjustments’ report option to include this additional data in the report output.

Report data for Totals by Agency & Carrier:

  • Agency
  • Carrier
  • Premium
  • Commission Earned
  • Revenue Type

Report data for Totals by Agent (available for locked Agent Statement Dates only):

  • Agency
  • Agent Payee Name
  • Premium
  • Outstanding Balance*
  • Commission Earned
  • Adjustments Applied*
  • Net Amount to be Paid*
  • Revenue Type

*You have to select the ‘Include Balance Carryovers and Agent Adjustments’ report option to include this additional data in the report output.

Report data for Totals by Agent & Carrier:

  • Agency
  • Agent Payee Name
  • Carrier
  • Premium
  • Commission Earned
  • Revenue Type

Interpreting the data

With the Commission Totals report, you can download a list of all your agents and the commissions owed to them. This list can then be used for payment processing at your agency.

Note: You must be finalizing agent payments or this report will show incorrect data in the following columns:

  • Outstanding Balance
  • Adjustments Applied
  • Net Amount to be Paid

Which agents get checks?

To see which agents get checks, you’ll want to include balance carryovers and agent adjustments in the report output. You can export this data for locked Agent Statement Dates only using the ‘Totals By Agent’ report criteria.

Screenshot showing the Totals by Agent filter

When you run the report, you will see a ‘Net Amount to be Paid’ column. This column will display either $0 or a positive dollar amount. An amount of $0 means that the agent hasn’t met the minimum payment threshold and shouldn’t be paid. A positive amount means the agent should be paid.

Net Amount to be Paid = Outstanding Balance + Commission Earned + Adjustments Applied

Screenshot highlighting the Net Amount to be Paid column

What is Outstanding Balance?

You will see a positive amount in the ‘Outstanding Balance’ column if the agent met the minimum payment threshold that was set when agent payments were finalized for the last date in the specified date range. The amount reflects what was carried over from previous dates. Once that the agent has met the threshold, it i added to the commission earned in the last date in the specified date range.

You will see a negative amount in the ‘Outstanding Balance’ column if the agent has been carrying over a balance that has not been repaid AND it is being deducted from the commission earned for the last date in the specified date range. In this case, the ‘Net Amount to be Paid’ will be zero.

How much was an agent actually paid?

The ‘Net Amount to be Paid’ column shows how much commissions the agent was actually paid after adjustments and chargebacks were applied. You could use this information for 1099s.

Note: If you want to use this report for 1099s, we recommend running for the entire range that you’re reporting for, not just a single date.

Custom Reporting recipe

With Custom Reporting, you can access the same data as the Standard Report but you’ll have more flexibility to choose the columns and filters for your report. Below is a recipe to help you get started.

Select 'Policies' report type
You can build this report using other report types. Visit the Custom Commission Reports article to learn how to use different report types to pull the data you want.
Add report filters (optional)

Commission Entries

  • Statement Date
If you want to exclude Red Edits from your custom report, add the 'Exception' field to your report filters and set its operator to 'is empty'. If you want to include only Red Edits, set its operator to 'is not empty'. To learn more about filters and operators, visit the Adding Filters to Custom Reports article.
Add report columns

Commission Entries

  • Carrier Name
  • Premium
  • Aggregate function: Sum

Commission Payments

  • Agency
  • Payee Name
  • Payee Number
  • Premium
    • Aggregate function: Sum
You can rearrange the column order, rename the column headings, and use aggregate functions to change how the data is displayed in your report results. Visit the Adding Columns to Custom Reports article to learn more.
Preview report results
Visit the Previewing and Saving Custom Reports article for more details.

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