FirstSierra
New Member
- 11
Does anyone have a recommendation for a commission tracker?
Needs:
overrides
override splits
commission splits
advance commission
flat dollar
percentage of premium
payments when commission received even if prior to policy effective date
and most importantly - importing commission statements
Reporting:
Checks payable to agents, managers, agencies (obviously)
reports of expected but unpaid commissions
For group medical, individual medical, medicare supplement, medicare advantage, final expense, life, ltc, DI, etc.
Advisor's Assistant cannot handle it.
Looking for alternatives.
Thanks.
Rob
Needs:
overrides
override splits
commission splits
advance commission
flat dollar
percentage of premium
payments when commission received even if prior to policy effective date
and most importantly - importing commission statements
Reporting:
Checks payable to agents, managers, agencies (obviously)
reports of expected but unpaid commissions
For group medical, individual medical, medicare supplement, medicare advantage, final expense, life, ltc, DI, etc.
Advisor's Assistant cannot handle it.
Looking for alternatives.
Thanks.
Rob