Importing Commission Data
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
Learn how to view, add, and edit entries after importing commission data.
IN THIS ARTICLE
Adding & editing entries
Viewing entries (5:19)
Payee schedules can help you save time and extra steps with commission processing by simplifying payee setup. If your agency splits commissions with an agent or agents ...
Moving Commission Payments
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 ...
Statement dates are a way for you to categorize and group payments you receive from carriers. These dates are used throughout AgencyBloc and allow you to find missed co...
Agent Statement Settings
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