This video walks through the Compensation tab on a benefit, where you can track expected commissions against what's actually come in and manage the compensation date range for your policies.
In this video:
- Opening a benefit's Compensation tab from its Actions menu
- How In-Force Dates and Compensation Dates relate, and applying the maximum end date
- Reading the monthly Expected Commission vs. Commission Received table
- Updating Compensation Dates in bulk from the Policies view
Commission Received only reflects commissions you've already brought into NextAgency. If you're seeing $0 and expecting to see payments, see NextCommission: Importing Commission Statements to bring your commission data in.