Commission Utilities Help Topics

The Commission Utilities Help Topics are divided into the Menu Options and Training Movies sections.

Menu Options

• Speed Receipts
• Carrier Postings
• Batch Processing
• Advisor Payments
• Suspense Items

Additional Commission Topics

• Carrier Interface
• Mass Projection Utility
• Error Log
• Introduction to Commission Tracking
• Advanced Commission Splits on Pending Cases/Policies
• Commission Module Setup
• Commission User Setup
• Commission Glossary
• House, Advisor, and Supervisor Setup
• Illustration Import
• Illustration Import and Projection of Commissions
• Policy Transaction Content Link
• Reconciliation and Commission Statement Generation
• Projected and Expected Commissions
• Commission Reports
• Split Definition
• Split Commission Payout Import
• Advisor Payout Import
• Review Suspense Items
• Commissions Setup
• SmartCommissions for Advisors

Training

• SmartCommissions Course