• [Webinar] AgencyBloc Commissions Enhancement
    In a previous update, we launched a new Commissions Enhancement to give you more control over what data you track for carrier statements and allow you to add deposits to your co...
  • 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...
  • 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...
  • Manage Dates
    Overview The Agent Statement Date is a way for you to group commission entries by the date you plan to pay your agents. This date is used throughout AgencyBloc and allows you to...
  • 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...
  • 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] 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...