Please read THIS to help you navigate through the steps below.



Step 1Add Suppliers - If you have received commissions from a carrier not currently setup in your deployment. Click HERE for video tutorial.


Step 2Add Transfers - If you see a warning on your transfer page. Click HERE for video tutorial. 


Step 3 - Add new Agencies & Reps - If you need to pay commissions to a new Agent and Rep. Click HERE for video tutorial. 


Step 4 - Create Pay Plans - Pay plans are the payout structures/scenarios you have with your agents. Click HERE for video tutorial.


Step 5 - Assign Pay Plans. Click HERE for video tutorial.


Step 6Prepare spreadsheets for import. Click HERE for video tutorial.


Step 7 -   Import Commission Data (or trash an import). Click HERE for video tutorial. 


Step 8 -   Transfer Commission Data. Click HERE for video tutorial. 


Step 9 - Clear warnings:


Step 10 - Exceptions (to items):


Step 11Add Items Manually. Click HERE for a video tutorial. 

Step 12Adjustments (any change to agent compensation). Click HERE for a video tutorial.


Step 13Calculate. Click HERE for a video tutorial. 


Step 14 - Agency Summary. Click HERE for a video tutorial.


Step 15Download Agent Commission Summary. Click HERE for video tutorial. 


Step 16 - View Audit Reports. Click HERE for video tutorial.


Step 17Deposits & Payments. Click HERE for video tutorial. 


Step 18Commission Reports - to see trending across agencies and suppliers graphically. Click HERE for a video tutorial. 


Step 19Close run. Click HERE for a video tutorial. 


Step 20Reopen run. Click HERE for a video tutorial. 


Step 21Start the next run. Click HERE for a video tutorial. 



See also: