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Insurance
Commission Statement Management

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Commission Statement Management

Calculate the producer commission amounts based on the commission amount and active split arrangement definition, and then create the producer commission records. The commission statement processing feature intakes the carrier commission statement through a CSV file upload or client-configured process.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions where Financial Service Cloud and Insurance Brokerage are enabled
  • Create a Commission Statement and Related Line Items
    Create a commission statement that summarizes the total commission earned by a producer or salesperson over a specific period, such as a month or a quarter. The statement provides a detailed breakdown of the commission amounts and the sources from which they are derived. Ensure transparency and accountability, by helping producers understand how their commission is calculated and from which sales or policies it’s generated.
  • Process a Commission Statement
    To process a commission statement, click the Process button on the respective commission statement record page or call the commission processing API.
 
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