Feature Update: Commission Statements Grouped by Policyholder

Agent Statements Grouped by Policy

Agent commission statements can now be grouped by policyholder rather than only by carrier. When running the commission statement with the format "Grouped by Policyholder" your statement will look as follows:

AgencyBloc Commissions Report

Grouped by Policyholder

As you can see, in this format policyholders are shown with each of their policies as well as a total commission earned per policyholder. The end of this page also contains an overall total for the agent. This update can be seen in the Commission Statements section under a new field called Format (seen below).

We hope that this change will be an added benefit without being an extra feature for you to trip over. We'd love your feedback! Give us a call, shoot us an email, or leave a comment below.

Mike Ivory

By Mike Ivory on July 2, 2013 in Commissions Processing

Mike is the Marketing & Sales Operations Specialist at AgencyBloc. He manages all technology for sales & marketing operations and analyzes results to maximize our success. Favorite quote: "You miss 100% of the shots you don't take - Wayne Gretzky" - Michael Scott More articles


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