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Core Commissions Live Demo
Tue, Jun 30 @ 2:00 PM - 3:00 PM ET
Free for Basic & Full Access Agency Subscribers
5 Must-Have Reports for Easier, More Accurate Insurance Commissions
Insurance commission reporting is one of the most manual, error-prone parts of running an agency. Spreadsheets slow your team down, create costly mistakes, and leave producers, finance teams, and leadership in the dark.
In this session, Core Commissions will show you how their automated reporting tools can cut the time, reduce the errors, and bring transparency to everyone who needs it, with far less effort.
What You’ll Learn:
- How to generate and distribute individualized pay detail reports with a single click, cutting reporting time in half
- How to clearly report on complex commission structures including tiers, splits, and rate adjustments
- Best practices for tracking renewals, new business, churn, and carrier payment reconciliation
- How to reconcile actual carrier statement payments against expected revenue with ease
Why It Matters:
- Manual reporting bottlenecks your entire commission process
- Spreadsheet errors create rework and downstream disputes
- Transparent, automated reporting keeps finance teams, leadership, and producers informed without extra effort
Features Covered:
Core Commissions' reporting features and specific reports will be highlighted, including:
- Payment Detail
- Policy or Carrier Splits
- Loss Ratio or Growth vs. Loss Ratio
- Policy Renewals
- Carrier Payments Actual vs. Expected Revenue
Come Prepared:
Spend a few minutes thinking through these before the session:
- How much time does your team currently spend on commission reporting?
- Who needs access to commission or sales data, and how quickly can they get it today?
- Are there business insights your current reporting tools simply don't give you?
Special Offer:
Attendees can sign up for Core Commissions' Reporter package to start generating professional, automated commission reports. Free for the first 15 payees.
Speakers:
Kirt Phillips |
Kris Kingsbury |
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