Account Central

Located on the Employee Web, Account Central displays a centralized screen that contains all information related to broker accounting. Once you have chosen the broker, the screen displays the following information:

• Contact Information: Address
• Financial: Bill Method, Current Balance (Sum of the balances from all lines of business), Routing Number, Account Number and Accounting Rep.
• Hierarchy: Displays the Agency Group they belong to, if entered.
• Commission History: Shows a single line item for the balance for each month (a sum of all balance forward lines for each month). checks made to the agent,