Whether you’re new to the business or a seasoned veteran, commissions processing can be confusing and frustrating.Commission tracking helps you confirm that you received a commission payment based upon the carrier agreement for a particular product. Tracking involves monitoring when the payment comes in from the carrier and how much the payment is. Commissions processing takes this process a step further. It lets you import the carrier files, reconcile and identify inaccurate payments, and split and calculate payments. Using a robust Commission Module, you can determine revenue type, manage and track complex splits, and gain insight from industry-specific, custom-built reports. Solution Streamline your commissions processing in an industry-specific CRM with commission capabilities. AgencyBloc’s Commission Module ties agents, policies, and commissions together for a complete view of a policy’s commission structure, each agent’s payout, and more.
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Medicare Blog | Medicare News | Medicare Information
How to Streamline Your Commission Tracking Process
Posted by www.psmbrokerage.com Admin on Tue, Feb 07, 2023 @ 02:20 PM
Tags: commissions, CRM, agencybloc