Producer Information
Each producer (including house) account must be added to the Producer Information screen.
Accessing:
From the Accounting menu, select "Producer Setup and Information". Then select from the sub-menu, Producer Information. AgencyToday 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 side of the screen 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 AgencyToday 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 high-light the remaining list of companies.
7. Click on the MAKE COMMISSION RECORDS button at the bottom of the screen. AgencyToday will now add the remaining company plans with the same commissions as the first that were added.
8. SAVE.