Commissions

The following workflows are available in this area:

• Add a Commission Agreement
• Copy a Commission Agreement
• Delete a Commission Agreement
• Edit a Commission Agreement
• Producer Agreement Detail

To access the Commissions area, follow the steps below.

1. 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.

   2. In the Locate account dropdown menu, select Broker, Company, or Employee.
   3. In the Locate by dropdown menu, select the appropriate option.
   4. Select the suitable checkbox or checkboxes to the right.
      • Active
      • Inactive
   5. 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.
   6. 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.
   7. Highlight the desired entity in the Results list.
2. Click Commissions in the navigation panel or Areas > Commissions on the menubar. The Commissions screen displays.
   
   The screen is comprised of the following sections:

2. • Menubar

     

     The following options are available from the menubar of the Commissions area:

     • File
     • • New
       • • Commission
         • Attachment
         • • Acquire and Attach Image
           • Document
           • Email
           • Existing File
           • eForm
         • Activity
         • Email
         • Sticky Note
       • Open
       • Delete
       • Save
       • Print
       • • Barcode
       • Display Options
       • Exit
     • Edit
     • • Undo
       • Cut
       • Copy
       • Paste
       • Delete
       • Select All
       • Desired
       • Required
     • Areas
     • • Account Detail
       • Attachments
       • Commissions
       • Activities
     • Home
     • • Accounts
       • General Ledger
       • Reports/Marketing
       • Procedures
       • Configure
       • Utilities
       • Email
     • Locate (Each open account appears in this menu.)
     • Actions
     • • Copy Agreement
     • Real-Time
     • Account Update
     • Local Security
     • On Demand
     • • Account Workflows
       • Agreement Detail
     • Access
     • • Notifications
     • Links
     • myEpic
     • SMS
     • Help
     • • Applied Epic Help
       • Applied KnowledgeBase
       • Applied Epic Release Notes
       • Online Chat / Log a Case
       • About Applied Epic 2020
   • Options Bar

     

     The following options are available from the options bar of the Contacts area:

     • Home
     • • Accounts
       • General Ledger
       • Reports/Marketing
       • Procedures
       • Configure
       • Utilities
       • Email
     • Locate (Each open account appears in this menu.)
     • Actions
     • • Copy Agreement
     • On Demand
     • • Account Workflows
       • Agreement Detail
     • Access
     • • Notifications
     • Links
     • myEpic
     • SMS
     • New
     • • Commission
       • Attachment
       • • Acquire and Attach Image
         • Document
         • Email
         • Existing File
         • eForm
       • Activity
       • Email
       • Sticky Note
     • Print
     • • Barcode
     • Save
     • Undo
   • Navigation Panel

     The navigation panel is on the left side of the screen.

     

     The navigation panel consists of the following buttons.

     • Account Detail
     • Attachments
     • Commissions
     • Activities
   • List

     Commission agreements for the selected broker, company, or employee display in the list below the options bar. To change the types of commission agreements that display in the list, click the words Commission Agreements in the view filter and make a selection.

     

     Use the search bar to display policies 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.

     

     1. Click the Edit Filter button .
     2. The Edit Filter pop-up window displays. Click the Add button  to add filters.
     3. Select and/or enter search criteria using the dropdown menus and fields. Click the Add button again to apply additional filters. Enter additional search criteria.
        
        Click the Delete button to remove a filter from the list.
     4. Click Finish when you have applied all of your desired filters.
        
        Hover over the Search where text to see the filter that is currently applied to the list.

     

     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.

     

     1. Make a selection in the first dropdown menu.
     2. The choices available in the second dropdown menu vary, depending on your selection in the first dropdown menu:
     • Equals: Enter the search criterion (e.g., the full description) in the field to the right, or select a date from the dropdown calendar (if applicable).
     • Contains: Enter at least the first character of the search criterion (e.g., part of the description) in the field to the right.
     • Within Range: Search between two calendar dates. Click the down arrow to the right of each field to choose dates from the dropdown calendars.

     3. Click Find to apply the filter. Hover over the Search where text to see the filter that is currently applied to the list.
        
        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 all accounts of the same entity type, create Filter Defaults. Filter defaults are unavailable on the 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.

     1. Click  the Filter Defaults link label.
     2. Select the Use as default checkbox to save your selected filters as the default for all accounts of the same entity type that do not already have a filter default saved.

     To replace existing filter defaults for all accounts of the same entity type (including those that already have other filter defaults saved); select the Override existing filters for clients checkbox.

     3. Click OK to apply the filter default.
        
        To clear a filter default, click the Clear Filter link label, click the Filter Defaults link label, select the appropriate checkboxes in the Filter Defaults window, and click OK.

     To sort by a different column, click the column heading by which you wish to sort. Click one more time to change the sort order (from ascending to descending, or vice versa).

     Details for the highlighted commission agreement display below the list.