Grade Code Report

Description

This report lists every grade code and associated percentages in the system.
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Sort Carrier Name + Grade Code

Column Name Description
Carrier / Grade Code Name of the carrier this grade code is associated with.
Name of the grade code.
Comm. Year This corresponds directly to the term of the policy.  Policies that have been renewed twice since their origination would be considered to be in their 3rd term.  Commission year 3 would be used to calculate the correct commission.
Premium This is the premium schedule used to calculate the commission.  In this example, the first $1,000 dollars of premium in the first commission year will receive a 20% commission.  The next $4,000 of premium would also receive a 20% commission.  However, the next $5,000 of premium would only receive a 15% commission.
Comm. Rate The percentage of the premium to be paid to the agency.