Insurance Commissions Webinar
Make sure you're getting paid correctly!
- Automatically calculate first year and renewal commissions
- Split commissions between up to 4 producers
- Track overrides, fixed payments, annualized commissions, and more
- Post and update commission transactions
- Print commission reports, including Producer and Manager Statements, Agency Distributions, and Graphs
The latest version of Advisors Assistant is used for all Webinars.
All Webinars are FREE - if your computer can not play sound through speakers or a headset you just pay for a phone call.
The Insurance Commission Webinar covers the following topics:
- Setting up Commission Rate Tables
- Utilizing Default Rate Tables
- Exploring the connection between the policy record and commissions
- Calculating Commission Transactions for any date range
- Tracking group commissions for companies that pay by number of members
- Posting Commissions
- Creating Remainder Transactions when the company still owes money
- Adjusting commissions due and modal premiums
- Printing Commission Reports including Transmittal Statements
View a previously recorded Webinar:
Visit the Webinar Schedule page to register for an Advisors Assistant Webinar Today!
For more information call us at 800-799-4267 or 805-773-7981.
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