AgencyBloc: Commissions Setup

May
18
Tuesday
11:00 am
12:00 pm
CST
Webinar
AgencyBloc: Commissions Setup

Are you ready to start processing your commissions with the AgencyBloc’s Commission Module? If so, then watch this webinar. During this session, Tasha will cover how to:

  • Create and set up Payees and Rate Tables
  • Leverage Payee Schedules to save time
  • Submit Import Map Requests

Tip: In order to make the most of what you learn in this webinar, we suggest you take the following steps prior to the session:

  • Understand if and how you are splitting commissions with agents/brokers and outline those split scenarios
  • Gather recent carrier statements containing your commissions received
  • Ensure your agents are associated with an agency in your AgencyBloc account
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