• Getting Started with Commissions
    Overview All commissions are posted at the policy level. To post a commission payment on a policy, laying the groundwork is essential. This includes who gets paid, who gets paid...
  • Creating Rate Tables
    Overview Every policy has to have a payee. You can set up manual rate tables when adding payees to a policy, or you can create predefined rate tables. A rate table tells AgencyB...
  • Setting Payees on Policies
    Overview Payees are the people/organizations (who) and rate/amount (how much) your agency is paying out policy commissions. If you add payees to policies, AgencyBloc will calcul...
  • Using Payee Schedules
    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 ...
  • Setting Policy & Agent Defaults
    Overview As you work with policies and process commissions, you’ll set policies with payees to ensure commissions are split and tracked. To help with this, you can set commissio...
  • Working with Import Maps
    Overview Learn how to provide your Excel-based carrier commission statements for mapping. Only one copy from each carrier is needed to build a map. You can follow the same basic...
  • Adding Commission Map Translations
    Overview Commission map translations take the coverage type or revenue type values in a carrier statement and change them into the corresponding values in AgencyBloc. This allow...
  • Carrier Setup & Matching Criteria
    Overview When processing commissions in AgencyBloc, we match imported commission statements to policy records based on policy number or commission number, and optionally, covera...
  • Using Revenue Types
    Overview Revenue Types provide another layer to commissions processing so you can distinguish and pay out commissions by type. With revenue types, you can distinguish an overrid...
  • Frequency & Advances on Policies
    Overview To track and monitor commissions received, AgencyBloc uses commission frequency settings on Policies. Selecting a commission frequency on a Policy allows you to work wi...