Video recorded on January 20, 2022
What is covered:
- As carriers change their rates, update the rates in your Rate Tables, Payee Schedules, and Policy Payees
- Add new Policy records from carrier commission statements en masse using our data import
- Automatically add payees to new Policies by using Agent Defaults
- Use the Payee Import for new Policies
- Enable Revenue Types
- Analyze and update your "Red Edits" (also known as exceptions) when reconciling commissions
- Re-link all Policies at once
- Save time adding manual commission entries
- Update re-written Policies
- Use the Commission Not Received Report to find missed or inaccurate commission payments from carriers
- Create your processes