Set Company Commission Defaults

1. At Home Base, click Clients & Files.
2. From the dropdown menu above the list, select Companies.
3. On the Companies screen, select the company.
4. Click Options and select Commission Defaults. The Commission Default List screen displays.
5. Click the Add button below the button bar.
6. Check Direct and/or Agency to determine the bill mode(s) this commission default applies to.
7. Select the Policy Type. Choose All Policies if the Company uses the same commission for any policy, or Selected Policy if commission varies from policy to policy. If you chose Selected Policy, double click in the field below to select a policy type.
8. Select the Commission Default type (Percent or 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 or percentage for that commission type.
   
   Do this for each commission type and amount. You may enter up to twelve.
10. When you are finished making selections, click OK.
11. To revise an existing company commission default, highlight the commission default and click Detail.