Insurance Commissions Web Tutorial

Make sure you're getting paid correctly!

  • Automatically calculate first year and renewal commissions
  • Split commissions between up to 4 producers
  • Track overrides, fixed payments, annualized commissions, and more
  • Post and update commission transactions
  • Print commission reports, including Producer and Manager Statements, Agency Distributions, and Graphs

The Insurance Commission Tracking Web Tutorial covers the following topics:

  • Setting up Commission Rate Tables
  • Utilizing Producer Default Rate Tables
  • Exploring the connection between the policy record and commissions
  • Calculating Commission Transactions for any date range
  • Track group commissions for companies that pay by number of members
  • Posting Commissions
  • Creating Remainder Transactions when the company still owes money
  • Adjusting commissions due and modal premiums for group commissions
  • Modifying commission transactions
  • Entering agent adjustments
  • Printing Commission Reports including Agent Transmittal Statements

The Insurance Commission Tutorial has almost 4 hours of lessons, and when you purchase it for just $59 you receive 12 hours of time. You can spend those hours however you'd like - 3 people can go through the complete Tutorial, or you can repeat different lessons as many times as you'd like.

There is no expiration date attached to the Tutorials - 6 months from now you can log into the Tutorial if you still have time available.

Call 800-799-4267 or 805-773-7981 to start using the Advisors Assistant Web Tutorials Today!

 

 

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