Commission Processing

Importing commissions, manual entries, and working with edits.

  • Importing Commission Data
    OverviewThere are a few ways to get your commission data into AMS+. Generally, you'll import commission data from an electronic statement provided by the carrier in an excel for...
  • Add & Edit Entries
    OverviewIf you receive carrier statements in a spreadsheet format, you’ll typically upload the commission entries via the carrier data import. However, some carriers send statem...
  • Finalizing Agent Payments
    OverviewIn 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 and...
  • Adding an Agent Adjustment
    OverviewAdjustments 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 to...
  • Reconciling Commissions
    OverviewThere 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 you...
  • Moving Commission Payments
    OverviewIf 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
    OverviewWhen uploading a carrier statement to AMS+, you’ll add the entries, and optionally deposits, to a Transaction. The Transaction organizes your commissions by a unique ID,...
  • Adding & Tracking Deposits
    OverviewIn 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 again...
  • Key Dates in Commissions+
    OverviewThere are three important date fields in Commissions+: Carrier Statement Date, Agent Statement Date, and Bill From Date. Each date groups your commission data in differe...
  • Locking & Unlocking Agent Statement Dates
    OverviewIf 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 s...
  • Merging & Purging Agent Statement Dates
    OverviewIn 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
    OverviewIf 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 ARTICLEPurging an imported statementPu...
  • Agent Statement Settings
    OverviewIn 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 exp...
  • 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 do...