Commissions & Reconciliation
Use this section to reconcile producer commissions and the company direct bill commission as well as bank reconciliations.
About this course
Use this on-demand training guide to understand:
- Bank Reconciliations
- Reconcile your FIRST Bank Statement.
- Reconciling following bank statements.
- How to account for an NSF Check that has been Reconciled on the Bank Statement.
- Learn about Unreconciling Bank Statements.
- Learn how to print a Bank Reconciliation.
- Learn about Recording an Electronic Bank Transfer (EFT).
- Reconciling the Company Direct Bill Commission
- Easily reconcile the company direct bill commission statement.
- Reconciling Producer Commissions
- Learn how to reconcile Producer Commissions and verify the total reconciled amount.
- Understand tips for producer reconciliation on true cash or accrual for direct bill.
- How to Enter Producer Commissions on a Policy
- Learn how to assign Commission types and Values on a policy.
- Production Credits
- Track credit for a policy separate than the commission for the policy.
- Turn on Employee Permissions for Production Credits as an Administrator.
- Understand where Production Credits show in the system.
- Learn which Reports show Production Credits.
- Interactive Sessions: Self-guided learning, featuring try-it demos to simulate hands-on experience.
- Microlearnings: Viewing experience. Workflows are demoed to answer specific questions.
- Support Articles: Designed to answer workflow questions by providing step-by-step instructions.