Manage
Your Policy
Sales And Commissions
Commission Tracker Manages the Data...
So You Can Manage the Business!
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Manage
Your Policy |
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Reports
Actual vs. Expected Commission
Compares expected commission to actual commission received for each policy.
Reports all commissions, bonuses and overrides due to each agent for a particular date range.
The report is separated by agent, so each agent can be given a report listing ONLY their commissions.
This summary report only displays the TOTAL commission due each agent. The commissions are not itemized.
This is a useful management report showing how much each agent is earning.
Detailed information on policies with delinquent commission payments. This report itemizes exactly
how much is owed and the age of the debt.
The renewal date report is generated by selecting a single month and year. All policies due for renewal
in the selected month and year will appear on the report.
This report gives a detailed breakdown of all policies and their current status.
Gives a monthly breakdown of all revenue paid by a carrier. Clients and policies are listed by
carrier if revenue was generated within the 12 month scope of the report.
This report shows all revenue generated by client in one year. A monthly breakdown of each
payment and payment type is given, as well as a grand total by client for the year.
This report lists every grade code and associated percentages in the system.
This report is located on the Payment History screen. It itemizes every payment received to
a particular term of a single policy.
