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Accessing CommissionPro

CommissionPro

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Managing Permissions for CommissionPro

To set up and manage your permissions for CommissionPro, please contact AgencyRoot support.

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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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You can choose to export your data to .csv for use within Excel, or print the data to hand out in person. Both printing and exporting will use the data as it is currently filtered on the screen.

Exporting

To export data, find the export button just above the data table on the right-hand side. 

Click Export, then follow the process to download your file.

Printing

To print data, find the print button in the header at the top of the screen on the right-hand side.

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Contract settings are where you will apply the unique rates and contract details that you have with each of your AIPs. Each AIP will have its own page for each reinsurance year.

Parameters

To start, have your commissions contract with the AIP in hand. Key in the reinsurance year and the correct company then hit apply. 

Insurance Provider Settings

Under Insurance Provider Settings, select whether Profit Share and Processing Fees apply to your contract, and specify the hard cap factor that the company is currently providing. This can be changed at any time, but in mid-season, different companies use different factor estimations and commission may not match the AIP unless this number is kept updated.

Commission Rates

To edit the commission rates section, click the bulk edit button and then continue to enter in all the values as they appear on your contract. If exceptions apply for specific commodities, click the edit icon next to the insurance plan and add a commodity override.

Adjustments

Finally, the adjustments section allows you to supply conditional edits to commissions for situations that don’t apply to every policy but is conditional on some other criteria, such as late reporting.

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Split profiles are ways to split commissions between the agency and any number of other individuals at the agency. Splitees (those individuals that are splitting commissions) are custom, so they can be agents, underwriters, or anyone else - whatever fits your agency best. Only those with agency owner permissions can access, view, and edit split profiles.

Creating Split Profiles

You may create as many split profiles as you want for your agency, and a given individual may be part of one or multiple split profiles (e.g. 50/50 split on some policies, and 60/40 on others).

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Example 2: 10 different agents all get the same 50% of commissions for policies they write and the agency gets 50%. This only requires one split profile because the agent of record can be selected as a “Splitee”.

Applying Split Profiles

Under “Apply this split to”, select agent or agency codes that this split profile will automatically be applied to. This can be overridden on the dashboard, but you’ll generally want the system to catch and apply the split profile to the correct coverages. Agency Codes are generally only used for companies that allow sub-agency codes to help split out business. You do not have to select an agency code if the agent code is sufficient for determining the policies that this split profile should apply.

Split Profile Details

By default, the agency receives 100% of commissions. To add a person to a split, click the add splitee button and add individuals as you please. The agency cannot be deleted, but 0% is a valid split percentage. AnchorAdjustmentsAdjustments

Adjustments

Finally, in the adjustments section, you can add manual adjustments that may or may not to policies on the Split Profile.

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