• 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...
  • Add & Edit Entries
    Overview If you receive carrier statements in a spreadsheet format, you’ll typically upload the commission entries via the carrier data import. However, some carriers send state...
  • Finalizing Agent Payments
    Overview In this article, you’ll learn how to finalize agent payments, set a minimum payment amount, and carry forward agent balances. This allows you to track agent balances an...
  • Adding an Agent Adjustment
    Overview Adjustments allow you to give and take money from agents for one-time payments (ex. bonuses, fees, etc.) that are not specific to policies. You can also give advances t...
  • Reconciling Commissions
    Overview Three are three main exception scenarios that can cause a Policy or commission entry to not successfully link. We refer to these as red edits. This article will show yo...
  • 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 ...
  • Using Commission Transactions
    Overview When uploading a carrier statement to AgencyBloc, you’ll add the entries, and optionally deposits, to a Transaction. The Transaction organizes your commissions by a uni...
  • Adding & Tracking Deposits
    Overview In commission processing, you have the option to add deposit information to your Transactions. Deposits are a way for you to track and compare your bank statements agai...
  • Key Dates in the Commission Module
    Overview There are three important date fields in the Commission Module: Carrier Statement Date, Agent Statement Date, and Bill From Date. Each date groups your commission data ...
  • Locking & Unlocking Agent Statement Dates
    Overview If you want to carry forward agent balances and make statements available to your Agent Statement Users, you will need to lock Agent Statement Dates. This article will ...
  • Merging & Purging Agent Statement Dates
    Overview In Commission > Date Utilities, you have options to merge and purge Agent Statement Dates. One combines the commission entries of two dates while the other mass deletes...
  • Purging an Imported Carrier Statement
    Overview If you make a mistake importing a carrier statement and you want to undo the import, this article will show you what to do. IN THIS ARTICLE Purging an imported stateme...
  • Agent Statement Settings
    Overview In Agent Statement Settings, you can brand and customize the header of PDF statements. You can also control which statement data your agent statement users access using...
  • [Guide] Broker Compensation Disclosure
    What is the Broker Compensation Disclosure? This disclosure is part of CAA guidelines. If you're an insurance agent or broker, it requires you to disclose the commissions you ex...
  • [Webinar] Broker Compensation Disclosure
    Video recorded on May 12, 2022 What was covered: How to track and comply with the Broker Compensation Disclosure using AgencyBloc. Read this guide for more details...
  • Commission Processing FAQs
    I keep getting an error when I try to upload my commission statement using the carrier map. What is wrong?  My file uploaded fine, but I have several red “Edit” buttons.  What d...
  • [Webinar] Top Commission Tips to Make January a Breeze
    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 ...
  • [Webinar] Identifying Missed Commission Payments
    Video recorded on January 12, 2021 What was covered: Bill from Date - What it is and why it's important Commission Not Received Report - Make sure the carrier paid you C...