Report: Company Commission Setup

The Company Commission Setup report provides a list of commissions by company as defined in setup.

Report Selections

Report Selection Groups

What is this?

Company

Choose an individual company, multiple companies or All companies from the drop down list.

Parent Commission Setup

Group/Field	What is this?
All Parent companies (with or without Commission Setup)	Allows you to report on all companies with or without commission setup.
Only Parent companies with Commission Setup	Allows you to report on companies with commission setup.
Only Parent companies without Commission Setup	Allows you to report on companies without commission setup.

Effective Date

Group/Field	What is this?
Current Date	Provides report data up to the current date report is being created. This is the default.
All	Provides report data of all commissions which are setup for the company(s).
Select Date	Provides report data where the effective date is less than or equal to the selected date
Include Commissions Setup with Later Effective Date	Provides all commissions in effect on or after the Effective Date.

Report Fields

Report Fields	Description
Parent/Writing	The Parent / Writing company name.
Effective Date	The effective date based on report selection.
Method	The basis to use in calculating the commission amount. Options are: Percent of Premium/Fees Flat Rate
%/Amount	The percentage amount of the commission method.
LOB	Commission applied to All lines of business or specific lines of business, if applicable.
Plan Name	The plan associated with the commission and line of business, if applicable.
Transaction	The transaction associated with the commission: All, New Business, Renewal or Rewrite.

CSV Columns

CSV Columns	Description
Parent	The parent company associated with the commission.
Writing	The writing company associated with the commission.
EffDate	The effective date of commissions based on report selection.
Method	% of Premium/Fees or Flat Rate.
%	The percentage of the applicable commission method.
Amount	The amount of commission based on the percentage and method.
LOB	The Line of Business associated to the commission, or all lines of business.
Plan	The Plan associated with the commission (if applicable).
Transaction	The type of transaction associated with commission.
Status	Active or Inactive
Division / Branch:	The business unit assigned to the commission row. Commission rows are only visible if the logged-in user has access to the business unit being specified.