Agency & Broker Management
Commission expected, received and payable — in one ledger that has to agree.
What installs
Everything you need to run it comes with this app. The add-ons further down are optional, each for a desk you may not have.
| What | |
|---|---|
| This app | Insurance Agency Management: accounts and the book of business, commission agreements and the expected, received and payable ledgers, carrier statement import, matching and reconciliation, the exception and not-received queues, renewals and x-dates, certificates of insurance, the agency reports and the client portal. |
| Comes with it | The insurance foundation — lines of business, products, coverages, party roles, intermediary codes, the commission engine, statutory levies, commission ceilings and the country packs. It downloads automatically with this app. |
| Optional, inside this app | Nothing on this page needs them. |
| Optional, your market | A country pack with that market's researched levies, commission ceilings and certificate regime — Kenya and Burundi are published. |
In this guide
- What a principal asks on the first of the month — Overview
- Commission is three numbers, and they have to agree — Commission
- Every carrier sends a different file. None of the differences are interesting. — Carrier Statements
- The book you have — Book Of Business
- The book you are chasing — Renewals And X-Dates
- The client file a servicing desk actually opens — Accounts And Servicing
- The rules every commission figure is checked against — Rates, Fees And Ceilings
- Commission, cut every way a principal asks — Reports
- The paper a brokerage sends — Documents
- Setting up
- Roles and access
- Every feature, at a glance
- Questions
Try it. insuranceagency.mybridgeerp.com — press Log in.
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