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Currently, we support RY 2021 and beyond. We only support MPCI policies (no hail or private products at this time). Agency owners must be active users within AgencyRoot and will be the only users with access by default. Agency admins will not be granted access automatically, and permissions for CommissionPro will be modified and maintained separately from our base platform. |
Accessing CommissionPro
CommissionPro is found with the rest of AgencyRoot’s apps in the top left of every page. Click the logo to access the list of apps.
Managing Permissions for CommissionPro
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CommissionPro
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Dashboard
The main component of CommissionPro is the dashboard. This is where you will see all of your commissions data and will be able to filter down the list to more specific reports.
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Users that have been assigned specific permissions will only have access to what they have been assigned.
Accessing CommissionPro
CommissionPro is found with the rest of AgencyRoot’s apps in the top left of every page. Click the logo to access the list of apps.
Managing Permissions for CommissionPro
To set up and manage your permissions for CommissionPro, please contact AgencyRoot support.
Charts
Turn your data table into a more visual display by visiting the charts tab within CommissionPro.
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