• Importing Commission Data
    Overview There are a few ways to get your commission data into AgencyBloc. Generally, you'll import commission data from an electronic statement provided by the carrier in an ex...
  • View & Edit Entries
    Learn how to view and edit entries after you've imported commission data. Video Guide (5:04)  
  • Reconciling Commissions
    Learn about the last steps involved in commissions processing, reconciliation. Video Guide (11:28)  
  • Moving Commission Payments
    Overview If you process commissions, you may need to move commission payments from one policy to another. You may need to do this when there is a mistake processing commissions ...
  • Manage Dates
    Learn how to merge, purge, and finalize commission statement dates. Video Guide (2:07)  
  • Commission Processing FAQ's
    I keep getting an error when I try to upload my commission statement using the carrier map. What is wrong?  I keep getting an error when I try to upload a commission statement u...