The Sub-Agent Statements report is available under the Commissions section of the Reports. This report is designed to simplify the process of generating commission statements for sub-agents.
Available Fields
Users can select from the following fields:
- Agency Name
- Today’s Date
- Sub-Agent or Sub-Agency
- Sub-Agent’s Agency
- Sub Agent Email
- Paid To Date
- Case Name
- Carrier
- Product Type
- Compensation Type
- Rate
- Premium
- Total Commission (Commission Amount)
- Split
- Sub Agent Commission
You can also apply filters on this page to narrow down your reports.
Your agency logo on the statement report:
Your agency logo will appear on the statement report. To add or update your logo, please go to your agency profile.
1. Clicking on your profile picture > View Profile.
2. Click on 'Edit Agency Profile'.
3. Click on the picture and upload your agency logo.
Please get in touch with our support team if you need any assistance.