• Custom Commission Reports
    Overview Want 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 ...
  • Agent Statements
    Overview As you process commissions, you can run and download statements to give to your agents with their paychecks. This article covers the preconfigured statements and includ...
  • Commission Not Received Report
    Overview The Commission Not Received report shows missing payments from the carriers. This article covers the preconfigured standard report and includes a Custom Reporting recip...
  • Commission Received by Policy/Group Reports
    Overview The 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...
  • Commission Actual vs Expected Report
    Overview The Commission Actual vs Expected report shows comparisons of commissions your agency expects to receive and the commissions that were actually received for each policy...
  • Commission Projections Report
    Overview The Commission Projections report shows actual and expected commissions for each policy with an associated projection table. This article covers the preconfigured stand...
  • Commission Received/Paid Report
    Overview The Commission Received/Paid report shows the commissions your agency received from each carrier totaled across your whole agency. This article covers the preconfigured...
  • Commission Payments Report
    Overview The 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 pr...
  • 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 C...
  • Commission Projection Tables Report
    Overview The Commission Projection Tables report shows you which policies have projection tables and which ones do not. This article covers the preconfigured standard report and...
  • Policy Commission Payees Report
    Overview The Policy Commission Payees report shows the payees of all your policies in AgencyBloc. This article covers the preconfigured standard report and includes a Custom Rep...