Broker Summary

Applies to: Broker Center

The Broker Summary includes a snapshot of broker information. For the most part, this information is entered when the broker is first created in AMS360 and can be edited.

Summary Heading Fields
	(Payable Balance)	Displays the commission amount that is due the broker, if any. More...This Payable Balance reflects all open commissions payable (gross brokers only) balances through the current system date. Future dated items are not included in this balance. In addition, this balance does not appear if you are not authorized for the Balance Register view. The payable balance is not the balance of the register detail, nor does it change based on the date range set in the user-selected View Options.
	(Receivable Balance)	Displays the premium amount owed the agency, if any, by the broker. More...This balance does not appear if you are not authorized for the Broker A/R Activity view.
	Inactive (Status)	Only appears if it applies to the selected broker.
	(Type)	Firm or Individual
	(Commission Type)	Gross or Net
	(Balance)	The current receivable balance for the broker's customers.

Key information displayed when you open the Summary Section
	Residence, Business, Fax, Fax, and Cell	Displays the broker's phone numbers.
	Email	Displays the broker email address as a link. If the email address is not entered or it is invalid, the link does not appear.

The items listed above (including headings) do not appear if the data doesn't exist for the selected customer.

Would you like to...

Change Broker information?

Review the payable balance in detail?