Broker Services
This is the screen where the Producer and Broker information is stored.
Producer Information
: Each producer (including house) acct. must be added to the Producer Information Screen.Accessing:
From the Accounting Menu select "Prod. Commission Info". IBI will display the "Producer Commission Setup" screen.
Adding Producer Information:
(Left side of screen)1. Click on the
ADD button and the cursor will default in the "Producer Name" field.2. Enter the name and up to a 3 digit producer code (initials are best).
3. In some cases producers are paid a salary and not a commission. When this is applicable "X" the "No Producer Commissions Paid."
4.
SAVE.Adding Producer Information:
(Right side of screen)After a producer has been added, a record must be entered for each company plan identifying the producer's new business and renewal commissions.
1. Select the producer's name from the left list by clicking on it once.
2. Click on the ADD button from the right set of buttons.
3. Select the first company plan from the center list and IBI will automatically insert the Prod#, Co. code and Plan code.
4. Type in the new business and renewal commission percentages for this producer.
5. SAVE.
6. Click on the
second company plan from the center list and drag your mouse down to highlight the remaining list of companies.7. Click on the
Make Commission Records button at the bottom of the screen. IBI will now add the remaining company plans with the same commissions as the first that was added.8. SAVE
Broker Information
: Producers/Brokers should be added in the previous Producer Information screen. However, this screen allows you to add additional information to that producer/broker record such as their e-mail address and Federal ID#.Producer Application
: This screen allows you to store the E&O carrier information, license number, etc. of the producer or broker