• 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 Learn how to view, add, and edit entries after importing commission data. IN THIS ARTICLE Viewing entries Adding & editing entries Viewing entries (5:19) 7/17/2019 ...
  • Reconciling Commissions
    Overview 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
    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
    Overview 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
    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 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...