📌 Note: Only users with the Commissions and/or Owner user role(s) can access. See also User Roles & Permissions

🔍 Tip: For information on how to create commissions for products, please visit the Adding and Managing Commissions article.

From the Business Management section, you can access a dedicated Commissions experience to help you easily view, manage and track commissions across your organization.

There are two views in the Commissions experience:

Commissions: Total Revenue that is expected for a given policy or commission entry.
Agent Commissions: Allows you to update and manage the payment status for each Agent commission(s) as well as the commission payment details. transactions associated with agent commissions for a specific date range. A great way to view commissions by agent, products, offices, and status.

Features of the Commissions View

The Commissions View is a report of commissions including the commission types, Product, Client, Commissionable Amount and anticipated Net Commission.

🔍Tip: The main difference between these two views is that the Agent Commissions view allows users to update and manage the Payment Status for each commission.

Commissions

Features of the Commissions View

The Commissions View is a report of commissions including the commission types, Product, Client, Commissionable Amount and anticipated Net Commission.

Edit Commissions

From the main navigation menu, select Business Management and > click Commissions.
At the top of the screen, select Commissions and > click the three dot Action Menu next to the desired commission and select Edit
Complete the Edit Commission form
1. Commission Type
2. Date
3. Status (Pending, Complete, Canceled)
4. Repeat Frequency
5. Commissionable Amount
6. Agent
7. Split
8. Rate
9. Commission
  Please note, to add additional agent splits > click +Add Split Commission button.
Click Save.

Filter Commissions

From the main navigation menu, select Business Management and > click Commissions.
At the top of the screen, select Commissions and > click the Filter button.
Complete the Filter Commissions form
1. Commission Status (Pending, Complete, Canceled)
2. Active/Archived Status (Active, Archived)
3. Commission Types
4. Product Lines
5. Product Types
6. Products
7. Institutions
8. Agents
9. Offices
10. Lead Sources
11. Campaigns
Click Filter.

Export Commissions

From the main navigation menu, select Business Management and > click Commissions.
Select Agent Commissions and, if desired, > click the Filter button and input filtered criteria and > click Filter button.
Please note, if no Filters selected it will default to commissions between the current calendar year.
Click the three dot Action Menu and > click Export.

Agent Commissions

The Agent Commissions is similar to the Commissions report but gives you the additional ability to manage the payment status for each commission.

Features of the Agent Commissions View

The Agent Commissions View is a report of commissions including the commission types, Product, Client, Commissionable Amount, anticipated Net Commission and Payment Status.

Agent Commissions: Update Payment Status

From the main navigation menu, select Business Management and > click Commissions.
Select Agent Commissions and > click the corresponding Payment Status Badge and select the desired payment status from the drop-down.
*Please note: Each status corresponds to a unique metric tile to display a running total.
1. Paid
2. Unpaid
3. Pending
4. Disputed
5. Canceled
Repeat as needed.

Agent Commissions: Manage Commission Payments

🔍 Tip: Select the Commission Payment button to input details of the commission payment included the reference number and to view a log (including timestamp and updated by) of the commission status.

From the main navigation menu, select Business Management and > click Commissions.
Select Agent Commissions and > click the three dot Action Menu and select Commission Payment.
Complete the Commission Payment form
1. Status
  *Please note: Each status corresponds to a unique metric tile to display a running total.
  1. Paid
  2. Unpaid
  3. Pending
  4. Disputed
  5. Canceled
2. Paid On
3. Paid Amount
4. Payment Reference Number
5. Note
6. Status History
Click Save.
Repeat as needed.

Filter Agent Commissions

From the main navigation menu, select Business Management and > click Commissions.
At the top of the screen, select Agent Commissions and > click the Filter button.
Complete the Filter Commissions form
1. Commission Status (Pending, Complete, Canceled)
2. Payment Status (Unpaid, Pending, Paid, Disputed, Canceled)
3. Active/Archived Status (Active, Archived)
4. Commission Types
5. Product Lines
6. Product Types
7. Products
8. Institutions
9. Agents
10. Offices
11. Lead Sources
12. Campaigns
Click Filter.

Export Agent Commissions

From the main navigation menu, select Business Management and > click Commissions.
Select Agent Commissions and, if desired, > click the Filter button and input filtered criteria and > click Filter button.
Please note, if no Filters selected it will default to commissions between the current calendar year.
Click the three dot Action Menu and > click Export.

Products

Agent Goals

Swivel Upgrade: January 2025

Add and Manage Commission

Commission Types