Commissions

Tracks the commission the institution earns for distributing each insurance policy. Records show the commission rate, the earned amount per policy and whether the underwriter has remitted it. It turns bancassurance into a measurable fee-income line and supports reconciliation against partner statements.

Workflow

Open Commissions to view earnings by policy and partner.
Filter by underwriter or period to reconcile against a remittance statement.
Open a record to confirm the rate and the computed commission base.
Mark commissions invoiced or received as the underwriter pays.
Export the period total for fee-income reporting.

Fields reference

Every field on this screen, drawn from the live data model.

Field	Type	Required	Description
Policy `policy_id`	Link → mfi.bancassurance.policy	Yes	Policy
Officer `officer_id`	Link → res.users	Yes	Officer
Date `date`	Date	Yes	Date
Commission `amount`	Money	Yes	Commission
Reason `reason`	Choice: Activation, Renewal, Manual, Adjustment	Yes	Reason
Insured Member `member_id`	Link → mfi.member	—	Insured Member
Underwriter `underwriter_id`	Link → mfi.bancassurance.underwriter	—	Underwriter
Product `product_id`	Link → mfi.bancassurance.product	—	Product
% `pct`	Decimal	—	%
Posted to Payroll `posted_to_payroll`	Yes/No	—	Posted to Payroll
Posted Date `posted_date`	Date	—	Posted Date
Notes `notes`	Text	—	Notes
Currency `currency_id`	Link → res.currency	—	Currency
Company `company_id`	Link → res.company	—	Company

Notes & rules

Model mfi.bancassurance.commission; states such as accrued, invoiced, received.
Computed from premium and the product commission rate.
Reconciles against underwriter remittance statements.
Feeds non-interest (fee) income in management accounts.

Technical model: mfi.bancassurance.commission · Record: Bancassurance Commission Ledger