Commission statements setup

Commission reports are generated automatically at the beginning of each calendar month and are accessible in Policies > Payments > Pending Commission Payments > Agent Commission Reports.

Report breakdown

The reports can either show a summary of policies for an agency or break out the policies by agent, which is defined by the When Printing setting in Settings > Modules > Contacts > Commission Reports. Users can select either Print Agent by Agent Detail or Print Summary Without Agent Detail.

Note: If the client’s setup does not capture the agent, BriteCore is unaware which agent writes a policy. As a result, the Print Agent by Agent Detail option would be unnecessary.

To whom

Agencies who receive electronic notifications will receive an email like the one below when sent from Policies > Payments > Pending Commission Payments > Agent Commission Reports. The agency’s commission report will be attached to the email as a PDF.

BriteCore: Monthly Commission Report for {insurance agency name}

Attached to this message is the monthly commission report for {insurance agency name}.

This is an automated message sent by the BriteCore system. If you have received this message in error, please disregard this email.