Getting Started with Commissions
Gain an overall understanding of processing commissions in AgencyBloc.
Video Guide (3:59)
5/30/2018 - We made some minor design changes to the Commission Settings page layout, b...
Creating Rate Tables
Learn how to create rate tables in the commission section of AgencyBloc.
Video Guide (6:14)
5/30/2019 - We made some minor design changes to the Commission Settings page layout,...
Setting Payees on Policies
Learn how to assign payees to policies within your account.
Video Guide (6:12)
5/30/2019 - We made some minor design changes to the Commission Settings page layout, but the cont...
Using Payee Schedules
Learn when and how to use payee schedules in commission processing.
Video Guide (5:10)
5/30/2019 - We made some minor design changes to the Commission Settings page layout, but ...
Setting Policy & Agent Defaults
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
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...
Carrier Setup & Matching Criteria
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
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
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...