Commission Rules Tips

When Commissions download from the Carrier, Commission Rules determine the type of Commission and how to pay the producers, managers, and CSRs.

You may be wondering what the difference is between a Commission Producer Code, a Policy Producer Code, and Assigned To.

 

Policy Producer Code:  This type of rule supports paying various producers for different policies on the same applicant account. An agency admin enters the Producer Code on the policy in the Producer Code Override field. You can see this Producer Code with any policy download that is matched to an applicant in EZLynx.

 

Assigned To: An agency may pay the agent that is “Assigned To” the applicant file if they are paid for more than one policy on the applicant account. This information can be easily reviewed on the left in the Applicant Pane. To update, go to the applicant’s Lead Info tab and click Edit.

 

 


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