Send commission reports (statements)

Commission reports are generated at the beginning of each month and capture the commission earned for the previous month’s business. Commission reports can be sent electronically or by mail.

Enable contacts to receive reports electronically

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

  1. Select Contacts in the BriteCore menu.
  2. In the search box, type the name of the agent, agency, or agency group then press Enter on your keyboard or select Go.
  3. Select the correct contact from the search results.
  4. In the Information screen of the agency, navigate to the Role section, and then to the Notices subsection.
  5. Review the Send Commission Statement Electronically checkbox. If the checkbox is selected, the agent, agency, or agency group is set up to receive electronic statements.
    1. If the checkbox isn’t selected, and the agent, agency, or agency group should receive commission statements electronically:
      1. Select Send Commission Statement Electronically.
      2. From the Email Address to Use dropdown list, select the email address that should receive the emailed commission reports.
      3. Select Save.
    2. If the checkbox isn’t selected and the agent, agency, or agency group should receive commission reports by mail, then you can exit the screen without making changes.

Agent commission reports

Email agent commission reports

To send agent commission reports electronically:

  1. Navigate to Policies > Payments > Pending Commission Payments > Agent Commission Reports.
  2. 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, saying:

    Your reports have been emailed.

  4. Select OK to return to the Pending Commission Payments screen.

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 the Regenerate Statements button 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. To print agent commission reports:

  1. Navigate to Policies > Payments > Pending Commission Payments > Agent Commission Reports.
  2. The agent commission reports will appear with the agent or agency listed.
  3. Select the magnifying glass of the commission report you want to view and print.
  4. In your browser’s menu bar, select File > Print.
  5. 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 by selecting the Retrieve Commission Reports link. You can choose to download or email the monthly commission reports.

To retrieve monthly commission reports:

  1. Navigate to Reports > Report List.
  2. If you have the view of the Report List shown in Figure 1, select View Old Report List. If you have the legacy view of the Report List, move to step 3.
    Figure 1: New view of the Report List.
  3. In the Agency section, select the Retrieve Commission Reports link. The Retrieve Monthly Commission Reports dialog box will open.
  4. From the Please Select a Role dropdown list, select either Agent, Agency, or Agency Group.
  5. In the Report(s) for section, select the month from the Month dropdown list and type the year of the report in the Year box.
  6. The Contacts Available section will populate below after you complete the Report(s) for section. Select the associated checkboxes of the contacts you want to retrieve the report for. To select all contacts, select the Select All checkbox.

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 > Print.
  5. Complete the Print dialog box to print the commission report.

Negative commission reports

You can retrieve monthly negative commission reports by selecting the Retrieve Negative Commission Reports link.

  1. Navigate to Reports > Report List.
  2. 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. In the Agency section, select the Retrieve Negative Commission Reports link. The Retrieve Monthly Commission Reports dialog box will open.
  4. In the Contacts Available box, select the associated checkboxes of the contacts you want to retrieve the negative monthly commission report for. To select all contacts in the Contacts Available list, select the Select All checkbox.

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 > Print.
  5. Complete the Print dialog box to print the commission report.

Print commission statements to send by mail

You can also print commission reports from the Reports > Attachments screen.

To print commission reports to send by mail:

  1. Navigate to Reports > Attachments.
  2. Select the commission folder you want to access, such as Agent Commission or Commissions XML. The folder will open and display the saved files.
  3. 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.

  4. In your browser’s menu bar, select File > Print.
  5. Complete the Print dialog box to print the commission report.