Advisors Assistant Insurance Commission Tracking
Make sure you're getting paid the correct commissions!
Advisors Assistant not only tracks your insurance commissions, but it calculates them for both insurance agencies and agents. It lets you mark commissions as paid with just one keystroke and then print out a report showing the commissions you were entitled to receive which did not come in.
Client Marketing Systems, Inc. has produced commission tracking software since 1989, and the Advisors Assistant optional Insurance Commission Module includes hundreds of features suggested by our users.
Heres what our Insurance Commission Module will do for you
- Calculates and tracks commissions for a single agent or an agency with many agents and up to 4 manager levels
- Stores commission rates in rate tables so that they only need to be entered once for any policy series
- Automatically calculates renewals without you having to update commission rates
- Splits commissions on any one product for up to 4 agents with a different split for first and renewal commissions
- Pays agent and manager commissions as a percentage of premium or a percentage of agency commissions
- Handles chargebacks and agent adjustments
- Calculates base commissions and up to 2 override levels
- Calculates group commissions paid on a per member basis
- Allows for partial payments and commissions still owed
- Calculates fixed payments paid once each year
- Calculates non-commissionable premium amounts
- Tracks company paid and agency paid commissions
- Calculates trailer commissions based on policy net cash values
- Prints agent statements showing first and renewal commissions
- Prints management reports including reports showing agency net commissions on a policy by policy basis
Every Advisors Assistant Comes With:
One Full Year of World Class 800 Line Technical Support
One Full Year of Free Updates
A 30 Day Money Back Guarantee
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