Reports & Statements

OverviewWant to dig deeper into your commission data? Create your own commission reports with Custom Reporting. Save them to use again and again, and share them with others at y...

OverviewAs you process commissions, you can run and download statements to give to your agents with their paychecks. This article covers the preconfigured statements and include...

OverviewThe Commission Not Received report shows missing payments from the carriers. This article covers the preconfigured standard report and includes a Custom Reporting recipe...

OverviewThe Commission Received by Policy and the Commission Received by Group reports show the dates and totals for commission payments received for each policy or group. This ...

OverviewThe Commission Actual vs Expected report shows comparisons of commissions your agency expects to receive and the commissions that were actually received for each policy ...

OverviewThe Commission Projections report shows actual and expected commissions for each policy with an associated projection table. This article covers the preconfigured standa...

OverviewThe Commission Received/Paid report shows the commissions your agency received from each carrier totaled across your whole agency. This article covers the preconfigured ...

OverviewThe Commission Payments report shows how much commission was brought into your agency, along with the payee and splits (how it was paid out). This article covers the pre...

OverviewThe 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 Cu...

OverviewThe Commission Projection Tables report shows you which policies have projection tables and which ones do not. This article covers the preconfigured standard report and ...

OverviewThe Policy Commission Payees report shows the payees of all your policies in AMS+. This article covers the preconfigured standard report and includes a Custom Reporting ...

OverviewWith this report, you can gauge agent performance based on current and historic agent balances, agent payment frequency, and balance carryovers. See if agents are carryi...

OverviewWith this report, you can export lists of your agent adjustment data by month or a range of months.Prefer to learn by watching? Check out the AgencyBloc Academy for a re...

OverviewUse this report to identify customers that qualify for the Broker Compensation Disclosure and collect the data you need to fill out the disclosure form.IN THIS ARTICLE W...