| Column Name | Description |
| Client Name | Name of the client. The carrier's name is also listed in this column. |
| Policy Type | Type of policy. The carrier's primary contact name is also listed in this column. |
| Policy Number | Up to 25 alpha numeric characters are used
for the policy number. The carrier's primary phone number is also listed in this column. |
| CM/BO/OV | Type of payment received: Commission/Bonus/Override. |
| Due Date | Date commission is scheduled to be received. |
| Received Date | Date commission is actually received. The due
date and received dates may vary if payments are received earlier or later
than expected. |
| Commission Expected | expected premium payment x grade code percentage = expected commission |
| Commission Received | actual premium payment x grade code percentage = commission received |
| Difference | commission received - expected commission = difference |
Actual Vs. Expected Commission Report
|
Description |
Compares expected commission to actual commission received for each policy. |
| Filter | By Date Range |
| Sort | Carrier Name + Client Name |
Notes
A specific date range must be selected to run this report. Commissions received
outside of the date range will not be calculated. The date range is printed
in the report title.