View Producer Commissions

As commissionable events occur, services calculate commissions and generate Producer Commission records. These show agents how much they’re earning as they issue quotes and close deals, and give insight into the commissions associated with each stage of the customer journey.

1. From the App Launcher, find and select Producer Commissions.
2. Click a producer commission Name to view it.

   You can click New to create a producer commission manually, but you typically don't need to since services create them automatically as commissionable events occur.

3. Review these values.

   Name	Unique identifier
   Parent Producer Commission	Parent name of producer hierarchy, if applicable
   Commission Schedule	The commission schedule used to calculate the commission
   Payee Producer	The producer who gets paid the commission
   Type	Category of the commission (for example, Commission, Chargeback, or Bonus)
   Status	Status of the commission payment (for example, Pending, Paid, or Waived)
   Source System	For commissions coming from an external system, the name of the system
   Source System Identifier	For commissions coming from an external system, a unique ID from that system
   Payment Date	Date commission is paid
   Max Commission Amount	Maximum commission amount
   Min Commission Amount	Minimum commission amount
   Commission Amount	Calculated commission amount
   Commissionable Amount	Amount on which commission calculation is based
   Insurance Policy	The insurance policy associated with this commission
   Insurance Policy Asset	The insured item associated with this commission
   Insurance Policy Coverage	The insurance policy coverage associated with this commission
   Insurance Policy Transaction	The insurance policy transaction associated with this commission
   Processing Producer	The producer who performed the commissionable event
   Producer Production Code	The production code for the producer who performed the commissionable event