[Webinar] Commissions 101: How to Effectively Track, Process, and Disclose Your Incoming Commission Payments

Take control of your incoming commission payments to ensure they are correct, create efficiencies in your processes, and disclose your income when necessary.

Save Your Seat!

Better Manage & Process Commissions

Managing commissions and commissions processing are part of everyday life for life and health insurance agencies, but what does commissions processing really mean?

Commissions processing includes:

  • Tracking incoming payments from uplines and carriers
  • Uploading commission statements
  • Splitting compensation and issuing agent statements
  • Monitoring compensation accuracy
  • Disclosing broker compensation to qualifying clients
  • Running commission-based reports

These steps can be difficult when using spreadsheets, paper files, and systems not made for processing commissions. That's where an industry-specific agency management system with commission capabilities can be a real gamechanger.

Join this webinar to learn how you can:

  • Spend 75% less time importing and processing your incoming carrier and upline commission payments
  • Uncover tens of thousands in missing commission compensation
  • Identify which of your clients need compensation disclosures
  • Track hierarchy splits and payee schedules for agent statements and commission tracking
  • Run in-depth reports to give you a full view of the health of your business

Join us live on Wednesday, May 25th,
at 2:00 PM CT!

Presenters:

steve-ogden-circle-100-1Steve Ogden
Sales Manager
AgencyBloc

kayleen-homewood-circle-100Kayleen Homewood
Product Manager
AgencyBloc

Why should I use an AMS with commissions?

The benefit of centralizing all of your CRM and commission data into one location is access. Not only do you have all of the information you need at your fingertips, but you can also run in-depth reports that can help you enact real change in your agency.

Why are we doing this webinar?

Having an efficient way to manage, process, and disclose your commissions is essential for a thriving health and life insurance agency. This webinar will show how you can use an AMS, like AgencyBloc, to introduce commission efficiencies into your process and make your agency more streamlined.

Who is AgencyBloc?

AgencyBloc is the #1 Agency Recommended Management System for the life and health insurance industry. We help agencies secure and grow their business with an industry-specific CRM, commissions processing, and integrated business and sales automation.