Overview:
Commission Builder is feature bundled in the Direct Bill Commission Download Package. With Commission Builder you can directly input from paper commission statements for those carriers that do not provide electronic downloads. You may also adjust electronic commission downloads from your companies, such as adding a sub-producer to the policy invoice.
Process:
From the main Agency System's menu select Other -> Download ->Pending tab.
Right-click on a blank/white area of the screen, and select New Commission Builder.
Put in the Company
Date of Statement
Add a Description
Example: “Sep Commissions Download”
Check Number for check received from company
Put in the Premium total the company is paying commissions on.
Note: This should be on direct bill statement from the company
Put the Commission dollar amount of the check received.
Check Make a Cash Transaction
Note: If you want a cash receipt to be created, and mark the invoices as paid select this option. Otherwise only the invoices are created, and not reconciled showing what company paid.
Click OK.
Select the Add Lines button. This allows you to enter each item as it appears on the commission statement from the company.
Type in the Policy number and select policy.
To attach the invoice to a specific transaction, hit the Segs button and select accordingly.
Note: This will then prefill the Transaction, Policy Effect/Expiration fields.
If the transaction has NOT been created, you can type in Transaction, and Policy Effect/Expiration dates.
Once you have completed all items for that policy you may select one of three options
“Save And Add Another,” “Save And Exit,” or “Don’t Save, Exit”
Once you have added all the lines required the process then becomes the same as a normal Direct Bill Commission download.