Overview
A commission statement groups all commission records from a single carrier for a given period. Statements are the entry point for every commission import — file upload, manual entry, or copy from a prior period.
Accessing Commission Statements
- Navigate to Carriers in the main navigation.
- Select a carrier from your carrier list > Actions > Commissions.
- The Commission Statements page lists all statements on file for that carrier.
Creating a New Statement
- Navigate to Carriers > Actions > Commissions.
- Choose your import method: file upload, manual entry, or import from a previous statement.
- Complete the mapping and import steps. The statement appears in the list once created.
Importing from a Previous Statement
- Click on Enter statement and select Get Previous Data.
- Choose which prior statement to pull from.
- Adjust the paid-to-date and any changed values before finalizing.
Use Previous Policies to look up and link historical benefit records to the new statement.
Filtering the Statements List
| Filter | Description |
|---|---|
| Date Received | Date the statement was received or entered (range) |
| Paid to Date | Commission period covered (range) |
| Total Premium | Min and/or max premium total |
| Total Commission | Min and/or max commission total |
| Posted | All, Posted only, or Not Posted only |
Filtering Commissions Within a Statement
After opening a statement, use Filters to narrow records by Payment Type, Client Name, Coverage Type, Paid to Date, Date Received, Policy Number, Group Number, Premium Paid, Commission Rate, Commission Amount, or Net Commission Amount.
Bulk-Updating the Date Received
- Open the statement and select the records to update.
- Click Actions and choose Update Date Received.
- Enter the new date and click Save. A confirmation prompt appears before changes are applied.