Reports & Statements

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 ...

Video recorded on October 26, 2021 What was covered: Data points Red Edits Agent Statement Dates Bill From Date Locking Statement Dates Popular reports Agent Stateme...

Video recorded on June 25, 2020 What was covered: Commonly used Standard Reports Agent Statements Commission Totals Commission Received/Paid Commission Payments Commiss...

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...

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...

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...

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...

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

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...

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...

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...

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...

Overview The 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...

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

Overview With this report, you can export lists of your agent adjustment data by month or a range of months. IN THIS ARTICLE Video overview What's in the report Interpreting th...

Overview Use 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...