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Commission Tracker Help
Advanced Features
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Welcome
Setting Up
Quick Start Guide
Commission Splits
Recording Commissions
Policy Upload
Commission Reports
Additional Information
Commission Tracker Help
Welcome
Welcome
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Setting Up
Setting Up
Connecting to the Commission Tracker Cloud
Windows Connection Instructions
Mac Connection Instructions
Mac Printing From The Cloud
Password FAQ
Commission Tracker Connection File Update
Connection Issues
Quick Start Guide
Quick Start Guide
Getting Started
Login Screen
Policy List
Policy Search
Policy Term Number List
Status Bar
Sort Grid Screens using Column Headings
Agent Setup
Agent Setup
Create New Agent
Agent Contact Info
Agent Address
Agent Phone Number
Manage Agent Web Portal
Agent Portal Configuration
Agent Web Portal
Carrier Setup
Carrier Setup
Create New Carrier
Carrier Contact Info
Carrier Address
Carrier Phone Number
Carrier Commission Tables
Carrier Commission Tables
Create Carrier Commission Tables
Flat Carrier Table
Scheduled Carrier Table
Graded Carrier Table
Pay Per Subscriber (PEPM)
Carrier Commission Table Versions
Client Set Up
Client Set Up
Create New Client
Client Contact Info
Client Address
Client Phone Number
Parent Company / Sub Client
Policy Set Up
Policy Set Up
Create New Policy
Create New Policy Type
Duplicate Policy Numbers
Policy Information Section
Policy Number
Policy Status
Origination Date
Term Effective Date
# Of Months In A Term
Pay Agents
Policy Type
Revenue Group
Primary Agent
Agent ID Assigned By Carrier
Carrier Payment Details Section
Term Number
Premium Per Payment
Number Of Payments Per Term
Number Of Payments Paid In Advance
Carrier Table
Commission Per Payment
Auto Receive Payments
Policy Example 1
Commission Splits
Commission Splits
Agent Commission Splits
Carrier Table Agent Splits
Carrier Table Agent Splits (Using Agent Levels)
Carrier Table Agent Splits (Using Agent Uplines)
Multiple Primary Agents (Agent Sharing)
Manage Agent Levels and Uplines
Manage Agent Levels and Uplines View History
Sort Agent Levels and Uplines
Policy-Specific Agent Commission Split Table
Automatic Agent Commission Split Table House Calculation
Agent Commission Split Table AutoFill
Agent Commission Advances
Agent Licenses
Recording Commissions
Recording Commissions
Receiving Commission Payments
Receive Payment Button
Bonus/Override Button
Payment History
Deleted Payments
UnDelete Payments
Import Carrier Statements (Excel Statements)
Import Carrier Statements (Excel Statements)
Import Carrier Statements (Excel Statements)
Import Carrier Statement Mapping Gears
Selecting A File For Import
EXAMPLE - Import Carrier Statement
PDFx
Errors - Import Carrier Statement (ICSE)
Renew Policies
Retry Payments
Edit Billing Date
Policy Creation via Carrier Statement
Policy Creation via Carrier Statement
Create Policies
Mapping Data
Manage Policies
Manage Policies
Edit Policies
Edit Agent Splits
Agent Alias
Client Alias
Report of Import or Reconcile Session
Manage Import or Reconcile Session
Client Matching
Agent Matching
Reconcile (PDF Statements)
Reconcile (PDF Statements)
Reconcile Carrier Statement (PDF Statements)
Partial Payments and Chargebacks
Policy Upload
Policy Upload
Importing Policies
Policy Import Preview
Reverse Import Policy Session
List Of Create Policy Sessions
Import Agent Commission Splits
Import Agent Advances
Policy Renewal
Policy Renewal
Renewing Policies
Manually Renew a Policy
Renew Policies (by Carrier)
AutoRenew Policies
Updating Policies
Updating Policies
Update All Policies
Update Polices (by Carrier)
Update Policies (by Agent)
Policy History
Commission Reports
Commission Reports
Reports
Specific Reports
Email or Export Reports as Excel or PDF
Searching within a Report
Preset Date Range
Agent Commissions Earned Report (and Email as PDF attachment)
ACE Email Setup
Detail (Percent of Commission)
Detail (Percent of Premium)
Detail (Hybrid)
Detail (By Carrier)
Detail (By Carrier with Premium)
Detail (By Primary Agent)
Detail (with Year-To-Date Total)
Annual (By Client)
Annual (By Carrier)
Summary Only
Agency vs Agent Commission Comparison
Accounts Receivable
Payment Discrepancy Report
Book of Business
Agency Payments Received
Commissions by Carrier
Annual Commission by Client
Commissions by State
Commissions by Carrier Table
Carrier Table List
Carrier List Report
Policy List Report
Policy Error Report
Predict Commission Report
Agency Payments Received Annualized
Client List Report
Client Report
Agent List
Agent Commission Splits
Agent Book of Business
Additional Information
Additional Information
Options Menu
Show Terminated Policies
Disable Policy Edit Warning Message
Disable Agent Commission Split Warning Message
Tools Menu
Update Payment Tables
Delete Policies
User Management
Deleted Policy Log
Advanced Features
Database Backup
Error Messages
Database Errors
Common Questions
Common Questions
Can a client have more than one policy?
Can I import my existing policy data into Commission Tracker?
Is there a limit to the number of policies that can be entered into Commission Tracker?
Is it possible to set up a policy with commission splits BEFORE the policy number
Terms and Conditions
Advanced Functions
Database Backup
