Send commission reports (statements)

Commission reports:

• Are generated at the beginning of each month.
• Capture the commission earned for the previous month's business.
• Can be sent electronically or by mail.

Enable contacts to receive reports electronically

Note: Before sending a commission report electronically, you must ensure the agent, agency, or agency group is set up to receive electronic notifications.

To enable contacts to receive reports electronically:

1. In BriteCore, select Contacts.
2. On the Contacts screen, in the Search box, type the name of the agent, agency, or agency group, and then select Go.
3. In the results list, select the correct contact.
4. On the Information screen, navigate to the Role section, and then, in the Notices section, check to see if Send Commission Statement Electronically is selected.
   

   Note: If Send Commission Statement Electronically is selected, the agent, agency, or agency group is set up to receive electronic statements.

5. If the agent, agency, or agency group should receive commission statements electronically but isn't selected, complete the following steps:
   1. Select Send Commission Statement Electronically.
   2. Select the Email Address to Use dropdown list, and then select the email address that should receive the emailed commission reports.
   3. Select Save.
6. If the agent, agency, or agency group should receive commission reports by mail but isn't selected, then you can exit the screen without making changes.

Agent commission reports

Email agent commission reports

To send agent commission reports electronically:

1. In BriteCore, select Policies.
2. On the Policies screen, select Payments > Pending Commission Payments > Agent Commission Reports, and the agent commission reports will appear with the agent or agency listed.

   Note: To view the report, select the magnifying glass associated with the commission report you want to view.

3. Select Email Reports. A Message pop-up window will open with the following message: Your reports have been emailed.
4. To return to the Pending Commission Payments screen, select OK.

Usage considerations

• Reports will be emailed only to contacts who accept reports electronically.
• Notes will be automatically created for each contact that received the report electronically.
• If a manual adjustment is made and the associated report is already generated, you can select Regenerate Statements to regenerate and update the report with the new manual adjustment information.

Print agent commission reports

You can print agent commission reports to send by mail:

1. In BriteCore, select Policies.
2. On the Policies screen, select Payments > Pending Commission Payments > Agent Commission Reports.
3. The agent commission reports will appear with the agent or agency listed.
4. Select the magnifying glass of the commission report you want to view and print.
5. In your browser's menu bar, select File, and then select Print.
6. Complete the Print dialog box to print the agent commission report.

Monthly commission reports

You can retrieve monthly commission reports for agents, agencies, or agency groups and either download or email them.

To retrieve monthly commission reports:

1. In BriteCore, select Reports.
2. On the Reports screen, select Report List.
   

   Note: If you have the legacy view of the Report List, move to step 3, but if you don't, select View Old Report List.

3. Under Agency, select the Retrieve Commission Reports link.
4. In the Retrieve Monthly Commission Reports dialog box, select the Please Select a Role dropdown list, and then select one of the following:
   • Agent
   • Agency
   • Agency Group
5. Under Report(s) for, select the Month dropdown list, select the month of the report, and then, in the Year box, type the year of the report.
   

   Note: The Contacts Available section will appear.

6. Under Contacts Available, complete one of the following steps:
   • Select Select All to select all contacts.
   • Select the contacts you want to retrieve the report for.

Email monthly commission reports

To email the monthly commission reports:

1. Select Email Report(s).
2. Select Done.

Usage considerations

• Reports will be emailed only to contacts who accept reports electronically.
• Notes will be automatically created for each contact that received the report electronically.

Print monthly commission reports

To download and print the monthly commission reports so you can send them by mail:

1. Select Download Report(s).
2. Select Done.
3. Select the download to open the report.
4. In your browser's menu bar, select File, and then select Print.
5. Complete the Print dialog box to print the commission report.

Negative commission reports

To retrieve monthly negative commission reports:

1. In BriteCore, select Reports.
2. On the Reports screen, select Report List.
   

   Note: If you have the view of the Reports List shown in Figure 1 (above), select View Old Report List. If you have the legacy view of the Report List, move to step 3.

3. Under Agency, select the Retrieve Negative Commission Reports link.
4. In the Retrieve Monthly Commission Reports dialog box, in the Contacts Available box, complete one of the following steps:
   • Select Select All to select all contacts.
   • Select the contacts you want to retrieve the report for.

Email negative monthly commission reports

To email negative commission reports:

1. Select the Email Report(s) radio button.
2. Select Done.

Usage considerations

• Reports will be emailed only to contacts who accept reports electronically.
• Notes will be automatically created for each contact that received the report electronically.

Print negative monthly commission reports

To download and print negative monthly commission reports to send by mail:

1. Select Download Report(s).
2. Select Done.
3. Select the download to open the report.
4. In your browser's menu bar, select File, and then select Print.
5. Complete the Print dialog box to print the commission report.

Print commission statements to send by mail

To print commission reports from the Attachments screen to send by mail:

1. In BriteCore, select Reports.
   On the Reports screen, select Attachments, and then select the commission folder you want to access, such as Agent Commission or Commissions XML.
2. Select the file link you want to open and print.

   Note: The file may display as a download rather than open automatically. If this is the case, select the download to open the file.

3. In your browser's menu bar, select File, and then select Print.
4. Complete the Print dialog box to print the commission report.