Question / Issue |
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How do I set up multiple commision percentage levels for one Insurance Company? |
Answer / Solution |
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To define different commission levels:
- Select a company from the Company Setup screen under the COMPANIES section.
- Click on the Add Comm % button.
- This will bring up the Setup Commissions for ... (name of your company).
- Select a policy type from the Type of Comm to Add: entry field dropdown list.
- Click on the Add button to the left of the entry field.
- Click in the New % and the Renew % entry fields and enter a percentage for each.
- Click on Close to exit this screen once you have added all of the policy types with commission percentages for this company.
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