- Agent advances and commissions entirely user option driven
- Agent advances and commissions computed at the benefit level
- On-line Commission rate structure (Contract Code System)
- On-line agent inquiry and maintenance
- - By Agent Number
- - By Agent Name
- Agent on-line tracking and information:
- - Agent account balance history available. Includes:
- * Earned Commissions
- * Advances
- * First year and Renewal Premiums
- * First year and Renewal Commissions
- - Agent production history by line of business and user defined period
- Agent Statements:
- - Daily
- - Weekly
- - Bimonthly
- - Monthly
- - Overrides
- - Automatic check/EFT generation
- - Agent charges
- - Commission reports by agency hierarchy
- - Advance statements: (User defined)
- * Submission
- * Issue
- * Delivery
- - Earned Commission statements: (User defined)
- * Standard
- * Net of advance on individual policies
- * Detail by coverage
- * Detail by Group
- * Commission charge backs
- Agent Accounting/General Ledger:
- - On-line inquiry of agent balances
- - Commission entries automatically posted to general ledger
- - Automatic sub-ledger of agent balances (Both ledger and non-ledger)
- - Ledger and non-ledger agents possible
- Agent Reporting:
- - Persistency
- - Numerous roster formats
- - Licensing by state
- - Vesting and bonus information
- - 1099's
- Production reporting by user defined periods
- Agent mailing labels and index cards
- Existing policyholder marketing list by user selected criteria
- Manager on-line inquiry and maintenance
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