- NextAgency: Importing Commission Statements (NextCommissions 2.0)
- NextAgency: Validating Imported Commissions (NextCommissions 2.0)
- Advanced Commission Import Settings
- NextAgency - Adding Commissions Manually
- Viewing and Reporting, Commissions in NextAgency
- NextAgency - Sub-Agents
- NextCommissions: Splitting Commissions
NextCommissions helps you get what you earned. New enhancements make Importing commission statements faster and easier -- especially with larger statements. This video walks you through the steps required.
When you're importing a commission statement in NextAgency you just want to click a button or three and move on. Unfortunately, stuff happens. For example, you may be loading a commission record for a client that is not yet in NextAgency. Or who has a policy for which there is no policy number. Or it's a duplicate record.
No problem. (Well, yes, it's a problem, but NextCommission makes them easy to fix). When you import a statement NextAgency automatically validates the data. If we see a problem we identify it and give you quick and easy tools to fix them. That way you can be confident your commission data is accurate. Which is the name of the game, isn't it?
These tools make it even easier to upload carrier commission statements. Skips rows, accept abbreviations, and more.
In this video, you'll see just how easy it is to add commissions manually, as well as retrieve previously entered commission data.
Being able to track commissions and make sure you're getting paid what's due is important. NextAgency's commission tracking system allows you to take advantage of viewing and reportingcommissions. These videos show how.
Viewing your carrier commissions
Reporting on commissions
Step 4: Splitting carrier commissions (ie: sub-agents)
In this video, you'll see just how easy it is to manage your sub-agents, especially when you're tracking commissions.
In NextAgency we call downstream agents sub-agents. When you need to share compensation you receive with these sub-agents, you can set up a schedule. This enables you to see what sub-agents are producing, what they're owed, and the cases they tend to sell. You can even generate commission statements. Here's how to set-up the splits that get this done.