View Split Commissions

For more information on split commissions and when/how they are entered, see Split Commissions.

  1. At Home Base, click Clients & Files.
  2. From the dropdown menu above the list, select Customers.
  3. Select the desired customer from the list.
  4. Click the Policy List button to access the Policy List.
  5. In the Policy List, select the policy.
  6. Click Options and select View Split Commissions.
  7. Click a radio button to view Customer or Global split commissions.

View Split Commissions Column Headings

The  Totals field displays the premium total for the last split saved for this customer.