Resources

Original vs Corrected vs Retro Statements: What to Process

Insurance Commissions

If you want fewer payout disputes in January, you need a clean rule for original vs corrected vs retro statements. Carriers update commission data after you receive it. Your job is...

What Breaks First After AEP/OEP: Commissions

Insurance Commissions

Commission visibility after AEP and OEP breaks first because selling creates volume, and volume creates questions. Your team can handle a busy enrollment season. The strain hits...

January Commission Triage Checklist for Insurance Agencies

AEP

A January commission triage checklist helps you catch payout problems before agents see them. After AEP and OEP, commission data arrives late, changes often, and rarely matches...

How Health Insurance Commission Payouts Work After Enrollment

AEP

Enrollment season ends. Phones slow down. Deals are closed.Now comes the part agents care about most. Getting paid.

Health insurance commission payouts after AEP and OEP feel...

AEP Payout Blueprint for Smooth January Commissions

AEP

Your AEP payout workflow decides how smoothly January unfolds. The season is intense, the data volume is high, and every payout error becomes a problem that echoes for months. The...

How to Report 1099s Without Losing Your Mind

Insurance Commission Management

The clock always feels faster in Q4. One minute you are closing out commission runs and the next you are staring at stacks of payout records that feed directly into 1099 reporting....

Commission Season Is Coming: How to Avoid Payout Delays This Q4

Insurance Commission Management

Your Q4 inbox is about to fill up with carrier statements, policy changes and payout approvals. For health-insurance agencies processing commissions, one wrong move now can delay...

Managing Commissions: When and How to Pause Payments

Insurance Commission Management

Accurately paying commissions is a cornerstone of running a successful health insurance agency—but just as important is the ability to pause payments when needed. Whether dealing...

Integrating Insurance Commission Software with CRM & Accounting

Insurance Commission Software Features

Feeling overwhelmed by the thought of adding another software to your agency's tech stack?You're not alone.

Many insurance professionals worry about the complexity of integrating...

How to Prevent Commission Errors with Technology

Insurance Agency Software Solutions

Your commission report looks right... until it doesn’t.One rate miscalculation or missing carrier line item later, and your agency’s profit—and reputation—just took a hit.

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