AgencyBloc: Commissions Processing

May
27
Thursday
11:00 am
12:00 pm
CST
Webinar
AgencyBloc: Commissions Processing

A follow-up to our Commission Setup webinar, this session will cover Commission Processing. The goal of this webinar is to give you the opportunity to outline a process that will allow you to process commissions efficiently and effectively every commission cycle.

During this session, our Client Success Specialist will cover:
- Importing commission statements
- Standard format and manual entry options
- Reconciling policies and commissions

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:
- Attend the Commissions Setup webinar
- Submit Import Map Requests
- Gather recent carrier statements containing your commissions received so that you can import a file and work through the reconciling process

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