These videos will cover how to set up and use commissions processing.
Commissions Setup
Video recorded on July 15, 2021
What was covered:
- How to set up policy payees and create rate tables.
- How to leverage payee schedules to save time.
- How to submit import map requests.
Commissions Processing
Video recorded on July 29, 2021
What was covered:
- How to import commission statements.
- How to use the standard format and manual entry options.
- How to reconcile policies and commissions.