Setting Up Commissions

Setting up rate tables, payees, and commission frequency.

  • Getting Started with Commissions
    OverviewAll 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
    OverviewEvery 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 AMS+ how...
  • Setting Payees on Policies
    OverviewPayees are the people/organizations (who) and rate/amount (how much) your agency is paying out Policy commissions. If you add payees to Policies, AMS+ will calculate pay...
  • Using Payee Schedules
    OverviewPayee 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 t...
  • Setting Policy & Agent Defaults
    OverviewAs 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 commission...
  • Using the Do Not Pay and Commission on Hold features in AMS+
    This article explains how the Do Not Pay, Commission on Hold, and manual date range features affect commission payments and reporting in AMS+. Do Not Pay Commission on Hold Manu...
  • Working with Import Maps
    OverviewLearn 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
    OverviewCommission map translations take the coverage type or revenue type values in a carrier statement and change them into the corresponding values in AMS+. This allows you t...
  • Carrier Setup & Matching Criteria
    OverviewWhen processing commissions in AMS+, we match imported commission statements to policy records based on policy number or commission number, and optionally, coverage type...
  • Using Revenue Types
    OverviewRevenue Types provide another layer to commissions processing so you can distinguish and pay out commissions by type. With revenue types, you can distinguish an override...
  • Frequency & Advances on Policies
    OverviewTo track and monitor commissions received, AMS+ uses commission frequency settings on Policies. Selecting a commission frequency on a Policy allows you to work with Comm...