Using Producer Codes

The Agency Advantage has a feature that allows you to assign commissions to a CSR and a Producer (split commissions). There are a few places you’ll see this Producer Code.   The first one we’ll take a look at is within a policy.

The Producer is located beneath the CSR in the policy header section. However, in order to change the Producer you must enter or edit a Policy Activity.CSR_producer

The commission percentages are assigned to the CSR or Producer in User Setup (Main Menu – System Setup – User Setup). These are the default percentages and, with appropriate permissions, can be changed when entering a policy activity.

Have more questions? Submit a request

0 Comments

Article is closed for comments.
Powered by Zendesk