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