Edit a Commission Agreement

This action allows you to update commission agreements for companies, brokers, or employees defined in Employee detail as commissionable producers. You can specify when an agreement will take effect or expire, the type and amount of commission issued, and the situations in which the agreement will be used. You cannot edit an agreement once it is in use: if you need to update it to reflect changes in the way your organization pays commissions, change the agreement’s Effective end date to expire the agreement, and then add a new commission agreement.

Locate the appropriate company, broker, or employee.
1. To access Accounts from the Home screen, do one of the following:
  - Click Accounts on the navigation panel.
  - Click Areas > Accounts on the menubar.
  - Click the down arrow next to Home on the options bar and select Accounts.
  - Click Locate on the options bar.
To access Accounts from another area of the program, do one of the following:
- Click Home > Accounts on the menubar.
- Click the down arrow next to Home on the options bar and select Accounts.
- Click Locate on the options bar.
1. In the Locate account dropdown menu, select Broker, Company, or Employee.
2. In the Locate by dropdown menu, select the appropriate option.
3. Select the suitable checkbox or checkboxes to the right.
  - Active
  - Inactive
4. Enter the first few letters of the name, lookup code, phone number, etc. (depending on the selection in the Locate by dropdown menu) and press [Enter] or click Locate.
5. The Results list displays all of the accounts that match the criteria you entered. Click on a column heading to sort the list by that category. For example, click the Last Name column heading to sort by last name in ascending order. To sort in descending order, click the Last Name column heading again.
6. Highlight the desired entity in the Results list.
Click Commissions in the navigation panel or Areas > Commissions on the menubar. The Commissions screen displays.
Change the types of commission agreements that display in the list if necessary.
1. Click the words Commission Agreements in the view filter.
A list of choices displays:
- All
- Current/Future
- Expired/History
1. Click on the appropriate selection.
Use the search bar to display commission agreements that meet specific criteria. Apply a single filter (using the search fields) or multiple filters (using the Edit Filter button ) to narrow the list of commission agreements.

Depending on your criteria, your search results may include commission agreements with criteria set to All or dates set to Open, as well as agreements with the specific criteria you selected. For example, if you apply a date range filter for Effective date, all agreements with effective dates within that range and Open effective dates display.
Selecting multiple criteria performs an "and" search (for example, commissions with a specific Commission type and a specific Status). Making multiple selections for the same criterion performs an "or" search for that criterion (for example, commissions associated to either of two Lines of Business). You can make up to three selections for the Lines of Business, Status, and Company criteria.
To clear the currently applied filter (for the current session only) and start over, click the Clear Filter link label. The search bar displays in blue when filters are applied and in gray when filters are cleared.
To save your currently applied filters as a default for the selected account or for all accounts of the same entity type, create Filter Defaults. Filter defaults are unavailable on Commissions list opened from the Access menu (as Access > Commissions already provides a filtered view). Changing the view filter selection (All, Current/Future, or Expired/History) clears any filter defaults applied to the list.

Your filter defaults are unique to your user code and will not affect other users’ saved defaults.

Click on the commission agreement that you would like to view or edit.

Do one of the following:

Click the Edit button .
Press [Enter] on your keyboard.
Double click the agreement.

A list of criteria displays. To change the specific selections for a criterion, click on the criterion and then click the All or Selected radio button on the right.

To add items to the Selected list, click the Add button

to the left of the Selected list. Click the checkbox for each applicable item and then click Finish or press [Enter].

To remove an item from the Selected list, click on the item and click the Delete button

Revise the selections on the Agreement tab as necessary.

Depending on your Commission selection on the Agreement tab, one of the following tabs displays:

Date Based
Use caution when updating the information on this tab, as updating some selections will clear existing entries and restore default values.

To revise the date ranges and their corresponding commission rates, do the following:
1. Click the Edit button .
2. The Define Date-based Commission window displays. If necessary, change the Years or Months radio button selection to indicate how you will measure your date ranges. Changing this selection will clear any ranges you have entered and reset the default values. Click Yes on the confirmation message to make this change.
3. Select a range to edit in the list, or click Add to enter an additional range.
4. Select or deselect the Open checkboxes as necessary and select start and/or end values from the dropdown menus. An Open start date is required for the first range; an Open end date is required for the last.
5. Select or edit the commission Type for this date range and enter the Percent or Amount, whichever applies
6. Repeat these steps to edit or add other ranges. Click Delete to remove a range. At least two ranges are required.
7. Click Finish when you have defined all ranges and commission rates.
Premium Based
This tab is enabled only if Premium Based is selected in the Commission dropdown menu on the Agreement tab.
1. To add a commission for a premium range, select the appropriate radio button in the Premium section:
  - Individual policy: Calculates tiered premiums based on each individual policy.
  - Policy book of business: Calculates tiered premiums based on the producer's entire book of business.
2. Do one of the following:
  - Click the Add button .
  - Press [Insert] on your keyboard.
3. Enter a beginning and ending premium Range, or click the Open checkbox above the beginning and/or ending range field to leave the beginning or ending range open.
4. Choose the appropriate commission Type:
  - $ Flat
  - % Percentage of Premium
  - @ Percentage of Agency Commission
5. Enter the correct Percent or Amount, whichever applies.
6. Click Finish or press [Enter] to add the commission.
Click Add to add the commission and enter an additional commission.

Click Cancel to close the window without saving any of the information.
Revenue Based
This tab is enabled only if you selected Revenue Based in the Commissions dropdown menu on the Agreement tab.
1. To add a commission for a revenue range, select a radio button in the Revenue Based section:
2. Click Edit . The Revenue Based pop-up window displays.
3. Do one of the following to add a revenue range:
4. Enter the minimum and maximum revenue values for the Range, or select the Open checkbox for either field to leave the minimum or maximum value open.
5. Repeat steps c and d until you have added all ranges.
6. Choose the commission Type.
7. Enter the Percent or Amount, whichever applies.
Click Finish or press [Enter] to add the commission.

Click Cancel to close the window without saving information.
Risk Based
This tab is enabled only if Risk Based is selected in the Commission dropdown menu on the Agreement tab.
1. Choose the appropriate Risk: Risks insured or Total eligible.
2. Click the Edit button .
3. The Risk Based/Tiered Commission window displays. Edit the values as necessary.
4. If you are adding this data for the first time, the range is open by default and set to 0% commission. The first range must contain a minimum (Min) value, so leave the first Open checkbox selected. To set an ending value, deselect the Open checkbox for the end of the range and enter the desired value.
5. Choose the desired commission Type:
  - $ Flat
  - % Percentage of Premium
  - * Flat Fee Per Risk
6. Enter the correct Percent or Amount.
7. Click Add to enter the next range.
8. The beginning value is one digit greater than the ending value of the previous range. Enter the ending value or select the Open checkbox to set the maximum (Max) value.
9. Choose the desired commission Type and enter the correct Percent or Amount.
10. Repeat steps g and h until you have entered all ranges.
  
  Note: There must be a Min and a Max value.
11. Click Finish when you have entered all ranges.
Risk Based/Tiered Commission
This tab is enabled only if Risk Based is selected in the Commission dropdown menu on the Agreement tab.
1. Choose the appropriate Risk: Risks insured or Total eligible.
2. Click the Edit button .
3. The Risk Based/Tiered Commission window displays. Edit the values as necessary.
4. If you are adding this data for the first time, the range is open by default and set to 0% commission. The first range must contain a minimum (Min) value, so leave the first Open checkbox selected. To set an ending value, deselect the Open checkbox for the end of the range and enter the desired value.
5. Choose the desired commission Type:
  - $ Flat
  - % Percentage of Premium
  - * Flat Fee Per Risk
6. Enter the correct Percent or Amount.
7. Click Add to enter the next range.
8. The beginning value is one digit greater than the ending value of the previous range. Enter the ending value or select the Open checkbox to set the maximum (Max) value.
9. Choose the desired commission Type and enter the correct Percent or Amount.
10. Repeat steps g and h until you have entered all ranges.
  
  Note: There must be a Min and a Max value.
11. Click Finish when you have entered all ranges.

When you have made the desired changes, click the "X" next to the open agreement in the navigation panel. Your changes are saved automatically.