Agency Commission Setup

This Help File explains how to set up agency commissions. It includes:

• Setting up Agency Detail Types

• Setting up the type of premium commissions are paid on (i.e., Written or Paid Premium) by state / line of business

• Determining the Agency Commission Types / Rate (e.g., New Business, Renewal, etc.)

Setting Up Agency Commission Detail Types

1. Access Company Configuration Tool; select Company Setup / Company.

2. On the Company Setup screen, highlight the company and double click or click Edit.

3. Once the Edit <Name of Company> screen displays click the Line of Business tab.

• Line of Business Section: Highlight the state / line of business combination the commission detail type is being added for.

• Versions: In the Versions list view, highlight the corresponding version.

4. Next, click Add from the Agency Commission Detail box. This returns the Add Agency Commission Detail Type screen.

• Agency Commission Detail Type: Enter the commission detail type (e.g., New Business, Renewal, etc.). Your implementation may have different types than these.

• Click Save. This adds the commission detail type in the list view on the Line of Business tab screen.

Note: Repeat Steps 1- 4 for each State / Line of Business / Version combination.

Once all state / line of business / version combinations have been added, click Save in the upper left of the screen and Exit Company Setup.

Setting up the Type of Premium Commissions Are Paid on by State / Line of Business

Next, you need to set up the Lines of Business / Commissions relationship for each agency in Agency Setup.

1. On the Employee Web, choose: Utilities /  Administration / Agency Setup / Agency.

2. On the Agency Setup screen, double click  the pencil icon.

3. Once the Edit Agency screen displays, in the Lines of Business section double click  the pencil icon next to the company / state / line of business in the Grid View.

4. Click the Agency Commission button to return the Agency Commission screen.

5. Click Add New Agency Commission to return the Add Agency Commission screen.

• Agency Commission: Select from the combo box how commission is being paid to the agency (e.g., Paid Premium or Written Premium).

• Start Date: Enter the date to begin paying the commission; entry format MM/DD/YYYY.

6. Click Save Agency Commission to return to the Agency Commission screen.

Determining the Agency Commission Detail Types / Rate

Without leaving the Agency Commission screen, set up the rate (or amount being paid to the agency) for each agency commission detail type.

1. On the Agency Commission screen, click the Add New Agency Detail Commission button.

2. On the Agency Commission Detail screen, select the commission detail type from the combo box.

3. Enter the commission rate.

4. Click Save Agency Commission Detail.

5. When the Agency Commission screen returns, the commission detail type and rate are displayed in the list view at the bottom.

6. Click Close and then, select Save on the Edit Agency screen.

Important Note! Repeat this procedure for each agency.