Set Producer Commission Defaults

1. At Home Base, click Clients & Files.
2. From the dropdown menu above the list, select Producers.
3. On the Producers screen, select a producer.
4. Click Options and select Commission Defaults. The Commission Default List displays.
5. Click the Add button below the button bar.
6. In the Company frame, select All Companies if the producer receives the same commission for all companies, or Selected Company if the commission varies from company to company. If you chose Selected Company, double click in the field below to select a company.
7. In the Policy Type frame, select All Policies if the producer receives the same commission for all policy types, or Selected Policy if commission varies from policy type to policy type. If you chose Selected Policy, double click in the field below to select a policy type.
8. Select the Commission Default type for the producer.
   • Percentage of Premium (%)
   • Percentage of Commission (@)
   • Flat Fee ($)
9. In the Description fields on the right side of the screen, enter commission type descriptions (for example, New Business, Renewal Business, or Rewritten Business).
   
   When you enter a description, the Amount field beside it becomes enabled. Enter the commission amount for that commission type (or the percentage, depending on the type of commission you selected).
   
   Do this for each commission type and amount. You may enter up to twelve.
10. When you are finished, click OK.