Welcome to AgencyBloc's Commissions Course!

This Commissions Course is designed to help your agency get up and running with AgencyBloc’s Commission Module.


Course Overview

Phase 1 | Initial Commissions Setup (43 Minutes + Homework)

  • Rate tables & payees (Video, supporting content)
  • Payee schedules
  • Commission & agent defaults
  • Import maps

Phase 2 | Importing & Reconciling Commissions (55 Minutes + Homework)

  • Importing & manually entering commission statements
  • Editing, purging, & deleting entries
  • Reconciling statements
  • Transactions & deposit tracking

Phase 3 | End of Cycle Processing & Reporting (15 Minutes + Homework)

  • Finalizing pay period details
  • Agent statement report
  • Commission totals report
  • Commission received & not received reports

Advanced Commission Topics (42 Minutes + Homework)

  • Advanced rate tables
  • Importing with coverage type & commission number
  • Commission translations & frequency
  • Tracking chargebacks
  • Tracking revenue types
  • Applying one-time adjustments
  • Locating & modifying commission maps
  • Payee report

Get Started with Phase 1