Overview

Commission custom fields let you capture agency-specific data on commission records — a Territory dropdown, a Notes text field, an Audit Flag checkbox, and more. Custom fields appear on commission records during import and on the statement detail page.

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Where to Find Commission Custom Fields

1. Go to Settings > Configuration Settings > Custom Fields in the main navigation.
2. Select the Commission Custom Fields tab.

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Available Field Types

Field Type	Description
Custom Text	Free-text input for short strings — identifiers, names, notes.
Date	A date picker field.
Dropdown	A select list with options you define. Users pick one value.
Currency	$ amount input.

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Creating a Custom Field

1. Click Add Custom Field.
2. Enter a Name — must be unique within your account.
3. Select a Field Type. For Dropdown fields, add the options users can select.
4. Click Save. The field is immediately available on all commission records.
   
   

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Reordering Fields

Drag and drop any field to change its display order on commission records.

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Editing or Deleting a Field

• Click the edit icon to update a field's name or dropdown options.
• Click the delete icon to remove the field permanently.

Warning: Deleting/changing the field type of a custom field removes all data stored in that field across every existing commission record. This cannot be undone.

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Using Custom Fields During Import

Custom fields appear as mapping targets in the column mapping step — map a column from your carrier file directly to a custom field to populate it automatically on import.

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Using Custom Fields on a Statement

On the statement detail page, click the Custom Fields button on any commission row to view and edit that record's custom field values.

Need more help? Please contact our support team.

Overview

Access to commission data in NextAgency is controlled through user roles and permission settings. This article explains the available access levels and how to configure them for your team.

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Commission Access Levels

Access Level	What the User Can Do
Full Commission Access	View, create, edit, and delete commission records. Import statements, manage splits, configure sub-agent allocations. Typically for Admin Brokers and commission managers.
View-Only Commission Access	View commission records and reports only. Cannot create, edit, delete, or import any commission data.
Writing Broker with View-Only	Sees only the splits assigned to their own user profile. Cannot see other brokers' splits or full statement totals.
No Commission Access	The Commissions section is not accessible.

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Configuring Commission Permissions

1. Go to Settings > Agency Settings > Users.
2. Click on Actions > Edit.
3. Enable 'Commissions: View, add, edit and delete commissions' to grant commission access.
4. Enable View Personal Commissions/Splits Only alongside  Commissions to restrict to read-only.
5. Save. Changes take effect on the user's next page load.

Note: Only Admin Brokers can assign commission permissions. A user cannot grant permissions they do not themselves hold.
 

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Sub-Agent Management Access

Creating, editing, and deleting sub-agents is a separate permission from general commission access. A user can have full commission visibility without being able to modify sub-agent records — useful for finance staff who need the numbers but should not change who earns them.

1. Go to Settings > Agency Settings > Users.
2. Click on Actions > Edit.
3. Enable Sub-Agents to allow creating and editing sub-agent records.
4. Save. Changes take effect on the user's next page load.
   
   
   

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Writing Brokers and Commission Visibility

Writing Brokers with view-only access have a scoped view:

• On the Members tab, they see only splits assigned to their own profile.
• They cannot see splits assigned to other brokers or sub-agents.
• They cannot see raw carrier commission amounts — only their allocated share.

Recommended for individual producers who should see their own book without seeing the agency's full commission picture.

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Best Practices

• Grant full access only to staff directly responsible for managing commission data.
• Use view-only for finance or reporting staff who need visibility but should not change records.
• Use Writing Broker view-only for producers who only need to see their own allocations.
• Review commission permissions periodically, especially after staff changes.

Need more help? Please contact our support team.

NextAgency is our flagship offering, providing a comprehensive agency management system complete with customer relationship and marketing tools. NextAgency delivers a host of automation tools, seamless integrations with various software platforms, and robust reporting capabilities. 

NextCommission is our commission tracking and sub-agent management tool. NextCommission enables agencies to easily upload commission statements, track compensation (commissions, overrides, fees and bonuses), generate sub-agent commission statements, and produce incisive business reports.

To deploy the solution that best fits their needs, agencies can purchase NextCommission as a fully-integrated add-on for NextAgency or as a stand-alone product: NextCommission Solo. As those needs evolve, agencies may easily transition between NextCommission versions..

 

Here is a summary of the differences between the two products:

 

And here is a much more detailed comparison of their features:

You can download the detailed comparison here:

Need more help? Please contact our support team.

Here's how you can add commissions manually in NextAgency:

1. First, go to the Carriers from the Partners drop-down and select the carrier you want to add commissions for.
   
   
   
   
   
   
2. Next to the Carrier record, click Actions > Commissions.
   
   
3. You will see a list of all commission statements that you have received from this carrier. From here, you can manually enter commissions one by one by clicking Enter Statement. Alternatively, you can import a spreadsheet of commissions by clicking Import Statement.
   
   
   

 

After you click Enter Statement, you will get a set of fields that you can fill in with the commission statement data. However, you can also click Get Previous Data and get a list of all commission statements that you have previously uploaded into the system.

 

In this list, you can review the statement details, and then click Import to pre-populate the fields and edit them according to the latest data.

 Validate the Commissions. 

After that, click Upload Commissions.

 

 As a result, the system will add the statements to the list.

 

 

Need more help? Please contact our support team.

Carrier Connect simplifies commission statement imports for agencies by automatically downloading carrier commission statements and making them available for review and processing. This guide explains how the process works and what agencies need to ensure for a smooth import experience.

How It Works:

1. Carrier Connect Downloads Statements: Carrier Connect retrieves commission statements from participating carriers.

2. Statements Appear in NextAgency: The downloaded commission statements are listed under Carriers > Pending Imports in NextAgency.
   
   
   
   
   

3. Import: You can change the carrier by clicking Change Carrier. Click Finish to start and complete the import process. To remove a file from the list, click Delete.

Key Requirement for Successful Imports

For the commission statements to appear in NextAgency, the carrier names in Carrier Connect must exactly match the carrier names in NextAgency. Any discrepancies in naming may result in statements not being imported properly.

 

Please get in touch with NextAgency support if you need any assistance!

NextAgency makes it possible to import carrier commission statements from an Excel file. To import commissions, follow these steps:

1. On the dashboard, click Partners > Carriers.
   
   
   
   
2. Find the Carrier for which you are going to import the statements.
3. Click Actions > Commissions to open the commission statements page for this carrier.
4. You can click on Import Statement.
   
   
   
   

         

5. On the import page that opens, you have the following options:
   
   

 

      

• Date Received: Specify the statement receipt date. The current date is filled in by default.
• Commission Statement Total: You can enter the total commission amount here to verify it later.
• Download Default Template: Download the default commission input template provided by NextAgency.
• Advance Settings: You can set Commission Statement Import Settings here such as Rows to skip, Given date format, Keywords rows to skip, and Product Type Conversions.
• Retrieve Work: You can retrieve your saved work using this option.

6. Then you can either enter the data into the template or upload your own file and then map the fields against those of NextAgency. Once you upload the sheet, click on Map Headers.
7. When mapping the headers, you can see your headers (from the sheet) on the left and system headers on the right. If the headers do not match, you can select the matching header from the drop-down. 
8. Select the Ignore checkbox next to the header(s) that you do not want to import.
9. When ready, click Continue.
   
   

 

10. The system will verify the uploaded data by finding the matching cases based on criteria such as coverage, group name, carrier policy number, paid to date, premium amount, commission rate, commission paid, number of employees, date received, and case name. Please note that if you try to change the data manually, NextAgency will alert you that it could not found any associated cases.
    
    
    

       

11. When ready, click Continue and then click on Import. The system will then display the uploaded commissions.

The next time you click Actions > Commissions for the carrier record, you will see the summary of the imported commission statement, including the date received, paid to date, total premium, total commissions, and actions.

Under Actions, you can either access the Details of the statement, i.e. review the imported records, or Delete the statement. Please note that to protect the statement records, you should enter DELETE in the provided input field and click Confirm. 

 

 

It is also possible to view the commissions from the case page. To do it, open the case record and go to the Commissions tab. The Commissions tab is divided into several sub-tabs:

• Commissions. Here you can view all commission records pertaining to the case. The records are organized according to carriers. Click the name of the carrier to expand the relevant commission statements.

   

• Overrides and Bonuses. Here you can view all override commissions and bonuses that are related to the case.
• Split. Here you can split the commissions between the sub-agents. 

To set up commission splits, go to the Split subtab and click Manage Split Settings.

 

In the Manage Split Settings window, fill in the following information:

• Select sub-agents: Choose the sub-agent with whom you are going to split the commission.
• Schedule: You can select the saved schedules from this menu.
• Coverage Type: Choose the type of coverage on which commissions will be split.
• Carrier: Choose all the Carriers that you want to apply this split for.
• Commission Rate Type: Specify the type of the commission rate to be shared with the sub-agent - percentage, per employee per month, or flat amount.
• Commission Split: Enter the corresponding percentage or amount that will be shared with the sub-agent.
• Effective Date: Choose the date on which the split commission becomes effective.
• End Date: Choose the end date for the split commission. This is especially useful if the commission split changes over time. You should create a separate commission split for each time period. If you leave this field blank the commission split will continue indefinitely.
• Compensation: Select the form(s) of compensation for the split - commissions, overrides, and/or bonuses.
• Comment: You can add Comments on this split here.

When ready, click Save. The split commission record is added to the list. 

It is also possible to edit the split record by clicking on the edit icon.

 

Need more help? Please contact our support team.

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.

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Accessing Commission Statements

1. Navigate to Carriers in the main navigation.
2. Select a carrier from your carrier list > Actions > Commissions.
3. The Commission Statements page lists all statements on file for that carrier.

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Creating a New Statement

1. Navigate to Carriers > Actions > Commissions.
2. Choose your import method: file upload, manual entry, or import from a previous statement.
3. Complete the mapping and import steps. The statement appears in the list once created.
   
   

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Importing from a Previous Statement

1. Click on Enter statement and select Get Previous Data.
2. Choose which prior statement to pull from.
3. 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.

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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

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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.

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Bulk-Updating the Date Received

1. Open the statement and select the records to update.
2. Click Actions and choose Update Date Received.
3. Enter the new date and click Save. A confirmation prompt appears before changes are applied.

Need more help? Please contact our support team.

Overview

When you import a commission file, NextCommission checks incoming records against existing data to identify potential duplicates. Understanding how this works — and when to allow or block duplicates — helps you avoid double-counting while accommodating corrected carrier statements.

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What Counts as a Duplicate?

An incoming record is flagged when an existing record matches on all six of the following fields simultaneously:

Field	Notes
Policy Number or Group Number	At least one identifier must match
Paid to Date	Exact date match
Carrier	Same carrier as the current statement
Premium Amount	Exact amount match
Coverage Type	Same product type
Commission Amount	Exact amount match

A partial match on fewer than all six fields is not considered a duplicate.

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Handling Duplicates During Import

• Skip duplicates — Flagged rows are not imported. Use for fresh statements where you do not want to re-enter records already on file.
• Allow duplicates — Flagged rows are imported alongside existing records. Use when a carrier has reissued a corrected statement and you need both versions on file.

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Common Reasons to Allow Duplicates

• The carrier sent a corrected or amended statement for a prior period.
• Importing a test or audit copy you plan to remove afterward.
• Two distinct policies share identical values across all six fields (uncommon but possible).

Tip: If you import with duplicates allowed, use the Posted filter to distinguish new records (not posted) from originals (already posted).

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Reviewing Duplicates Before Importing

1. Upload your file and complete the column mapping step.
2. Click Continue. Flagged rows are highlighted in the validation results.
3. Review each flagged row and choose skip or allow.
4. Proceed with the import.

Need more help? Please contact our support team.

Overview

Posting a commission marks it as finalized — reviewed, validated, and ready for accounting. Unposted commissions are still in progress; posted commissions are the official record.

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What Does Posting Mean?

• Signals the record has been reviewed and is final.
• Makes it filterable as a distinct status in statement views and commission reports.
• Excludes it from the Not Posted view, so you can focus on records still needing attention.

Note: Posting is a status marker only — it does not trigger any payment or notification.

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Posting Commissions

1. Navigate to Carriers > Actions > Commissions.
2. Open the statement you want to finalize.
3. Confirm splits are assigned, amounts are correct, and any validation issues are resolved.
4. Click Actions > Post and confirm when prompted. All records in the statement are immediately marked as posted.
   
   

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Filtering by Posted Status

Filter Value	Shows
All	Both posted and unposted records
Posted	Only finalized records
Not Posted	Only records pending review

Available via Filters on the Commission Statements page and on any statement detail page.

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Best Practices

• Post the statement only after all splits have been assigned and validated.
• Once commission statements are posted, they cannot be reverted.
• Use the Not Posted filter at month-end as a checklist before closing the books.

Need more help? Please contact our support team.

The Commissions page presents commission records that are associated with a case. 

You can view the carrier card by clicking its name in the list. If you need to delete a record, click Delete in the far-right column.

 

Here you can also set up the commission splits with other agents whether they are part of your agency or independent. To set up commission splits, go to the Split subtab and click Manage Split Settings.

 

In the Manage Split Settings window, fill in the following information:

 

• Select sub-agents: Choose the sub-agent with whom you are going to split the commission.
• Schedule: You can select the saved schedules from this menu.
• Coverage Type: Choose the type of coverage on which commissions will be split.
• Carrier: Choose all the Carriers that you want to apply this split for.
• Commission Rate Type: Specify the type of the commission rate to be shared with the sub-agent - percentage, per employee per month, or flat amount.
• Commission Split: Enter the corresponding percentage or amount that will be shared with the sub-agent.
• Effective Date: Choose the date on which the split commission becomes effective.
• End Date: Choose the end date for the split commission. This is especially useful if the commission split changes over time. You should create a separate commission split for each time period. If you leave this field blank the commission split will continue indefinitely.
• Compensation: Select the form(s) of compensation for the split - commissions, overrides, and/or bonuses.
• Comment: You can add Comments on this split here.

When ready, click Save. The split commission record is added to the list. 

It is also possible to edit the split record.

 

The Commission tab provides only an overview of your commissions. For more in-depth information, NextAgency contains several reports to help you analyze commissions, create sub-agent commission statements, find missing commissions, and much more.

Need more help? Please contact our support team.