Agency Information Management

  Setup Additional Commission Percentages

You can specify many different commission percentage levels for one Insurance Company in InsurancePro. To define different commission levels, select a company from the Company Setup screen, and then click on "Add Comm %"

You will see the following Option Window:

InsurancePro automatically calculates the commission when you add a new policy or renew a policy based on what you specify on this screen. 

The Commission Levels work in the following way:

First, InsurancePro tries to match the product type. For example, if you have defined New and Renew Commission Percentages for "Auto", then when you enter a new or renewal "Auto" policy, InsurancePro will use the percentages you have defined.

If percentages are not found for the policy Type, then InsurancePro looks for the "Default" New and Renew Commission Percentages.

If "Default" has not been defined for a company, then InsurancePro will use the commission percent specified in company's setup text box.

Note: If you do not want to use different commission levels, or have different New Business and Renewal Commissions, only enter one Commission Percent in the text area provided in the Company Setup Screen. If you want to specify a different commission level for New and Renewal Business for all policies, simply enter those percentages as the "Default" in the Additional Commission Setup screen.

Other customized Commission percentages, which are not "Default" or a Policy Type, can be selected manually by the user when entering the InsurancePro policy. To do so, click on the button next to the Commission text box in the "Policy" tab of the client entry screen.

You will see a setup window similar to the one in the Company Setup screen. From here, you can add/edit/delete existing Commission percentages, and also select the Commission level you want to use for the current customer.