Managing Broker And Agent Commissions For The Insurance Industry

Broker And Agent Commissions

  • Upload policy records from providers
  • Calculate monthly commissions splits
  • Self-service dashboard for agent and booker reporting

Commission Management

  • Calculate future commissions based on policy payments schedules
  • Create custom management reports
  • Create payment splits hierarchies for agent and broker relationships

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    NEW FEATURE RELEASES: ASC 606 reports, Commission Lock, Pay Cycle Manager, Simplified CSV Import