This upgrade includes a new Commissions Experience which will impact how users add, manage, and track both agent commissions and commissionable production.

Previously, Registers represented the different types of values stored for a given account or policy. We have changed name from Register to Value to better align with the values a client expects to see when viewing a typical policy.

Additionally, Values are now managed by the product and not the Product Line or Product Type. This allows for more customization to the Values, as well as gives more flexibility to your products.

For more information, please visit the Values for Policies and Accounts Article.

In a previous state, the Commissions Report was accessed via the Reports tab on the main navigation menu. Now, you will access this by navigation to the Business Management > Commissions > Agent Commissions.

The Sales Report lists agent's sales per account and/or policy with the Commissionable Amount. We have also added metric tiles displaying commissionable amounts (by the commission status, i.e. pending or completed) and number of policies/accounts based on the filtered criteria.

As a result of breaking out Commissions to it's own Commissions Experience, you will no longer see commission entries on the Transactions Report. You will continue to utilize this report to view transaction activity such as withdrawals.

In a previous state, Commissionable Product and Commissions were managed using a Fees & Commissions Register.

Commissions are now managed separately from policy values, so there is no need for a Fees and Commissions register on individual products.

Previously entered commission transactions are now viewable on the product page under the Commissions tab (click on the product name to display the product page).

Additionally, you will now see the anticipated New Commission automatically calculated based on the commissionable amount and split/percentage entered.

Previously, there was a dedicated Fees & Commissions Register on each product where commissions splits and rates were entered.

The update includes a full screen Commission experience! Now to add and track commissions, you will navigate to the desired client's product and from the three-dot action menu select Commissions. Click the +New Commission button to launch the New Commission slide out form.

To learn more, visit the Commissions article.

Whatever register(s) you were using to manage transactional is now in the Contributions and Withdrawals tab (including any associated notes and workflows)on the product view page.

There are no changes to products. Please visit our Products section for more information, and check out our Video Tutorial: Adding New Product and New Insurance Carrier.

This section will be updated as issues are reported.

While we strive for a seamless transition, we understand that our recent system upgrade may cause issues that potentially impact your experience. Rest assured, our team is actively working to resolve these issues and will keep you updated on our progress.

Your feedback is critical so please continue asking questions and reporting issues by contacting us at [email protected]. We appreciate your patience and understanding as we work to ensure the best possible experience for our valued customers.