Agent Balance by Issuer
The Agent Balance by Issuer report displays for each Issuer the Agent Balance or total Debit balance. The Agent Balance is the sum of all the Advances, plus any Agent Balance imported amounts, less recovered amounts on Advances (Advance Recovery), less Chargebacks, and less the effect of Adjustments where Agent Balance was checked. The total Balance reflected in the report should equal the Ending Agent Balance in the Summary of the last closed cycle.
Adjustments with Agent Balance checked but no Issuer was added, and Agent Balance imports where an Issuer was not listed are not tied to an Issuer will show up under a row for ‘No Issuer Associated.’
Also, under ‘No Issuer Associated’ there can be values for Balance Increase and Net Increase. These are added to provide information on two scenarios, one where there is not enough net, and one where there is not enough Agent Balance.
- When Net would have gone negative: If an Agents total net in a cycle would go below zero, the system instead will increase the Agent Balance. This can occur when there are Transactions with negative Premium amounts for percentage-based commissions, or a negative Member Count, for fixed amount-based commission. Net cannot be below zero, so Agent Balance is increased. The amount from this scenario can be displayed in the Summary of the cycle after it has been closed in a field labeled ‘Balance Increase.’
- When Agent Balance would have gone negative: This can happen if an Agent Balance has been reduced by an Adjustment and a cycle generates Advance Recovery greater than their Agent Balance. The Ending Agent balance in a cycle cannot go negative, so the amount that would have been below zero is instead converted to increase the Net amount. The amount from this scenario can be displayed in the Summary of the cycle after it has been closed in a field labeled ‘Net Increase.’
For research into any value for Balance Increase or Net increase, see the details under the columns with the same names in the Commission Summary History by Agent Report.
Agent Balance by Issuer Report
Agent Custom Settings
The Agent Custom Settings report shows the Custom Settings of an Agent. Custom Settings allow an Agent to have different Commission details apply other than the standard Commission Rates or default Agent values. Settings can be created based on Issuer and Product Type for Advance Months, As Earned, Alternate Contract, and Alternate Upline. The csv export of this report can also be used as a template for the Agent Custom Settings import if the column for Agent Name is removed from the file.
Agent Custom Settings Report
Agent Appointment Summary
The Agent Appointment Summary report displays details of Agent Appointments. Appointments are used as a crosswalk in imports to go from an Issuer’s Writing Agent ID they have for an Agent, and the Comissio Agent ID. If an agent has appointment for Issuer 1 and has a custom setting for that issuer with Alternate Contract and alt upline, the report should display info from custom settings. The report also has a column for Forfeit Commission displaying with Y and N to indicate that option has been checked in the Appointment for the Agent.
If an Upline value is entered for a search, it will display:
- Appointment records that belong to the Agent that was entered as the Upline ID
- Appointment records for the Upline Agent’s downline that are tied by their Upline value in Agent Details
- Appointment records of the Upline Agent’s downline that are tied by their Alternate Upline in Agent Settings
Agent Balance Summary Report:
Agent/Org License List by Agent ID
The Agent/org License List by Agent ID report will help track all the licenses associated with the agents entered into Comissio. Agents and brokers must be licensed in their states and must have signed agreements to sell health plans, and Comissio can be used to track the licenses.
Agent/Org License List by Agent ID report
Agent/Org List by Agent ID
The Agent/Org List by Agent ID will display details on the Agents and the Organizations. Included in the filters is a Start Date (From – To) and depending on the start date of Agents added to the system, may need to be changed to capture all Agents.
The export from this report can be used as a template to add or update Agents in Comissio, but two columns, Top Level Manager ID and Top Level Manager Name must be deleted first. The Top Level Manager is the level one down for the top, so if Agents from Writing Agent up are 1,2,3,4, it would be 3.
Agent Credit List
The Agent Credit List report displays Agent Credits assigned in Commission cyles. See the section for Agent Credits for complete details on Agent Credits.
Commission Summary History by Agent
The Commission Summary History by Agent report displays information that is seen in the Summary page within closed cycles. It can be used to see all Agents or a selected Agent, for one or more cycles according to the Commission Processing Date range entered. The columns contain the actual Closed Date the cycle was closed as well as the Commission Processing Date that will display on Agents Statements. To see all the columns of information, the scroll bar will need to be used or the results of the report exported to excel or csv.
Commission Summary History by Agent scrolled to the left.
Commission Summary History by Agent scrolled to the right.
Policy Commission Distribution
This report displays the Commission Distribution of Policies by Issuer. As the number of Policies can be large, and the lines in the Commission Distribution includes for every Agent in the hierarchy of that Policy, it is restricted by Issuer to reduce the size of the results.
The results from existing Commission Distributions can be exported using this report, changes can be made to that file, and then that file can be imported to make changes.
This report does not pick up the Commission Distribution from Policies that do not yet have a saved Distribution. The Commission Distribution does not get saved in a Policy unless it was imported, edited and saved, or gone through at least one Commission Cycle.
There is a separate version of the report, ‘Policy Commission Distribution MAPD & PDP’ which is to be used for those Policies with Product Types Medicare Advantage and Medicare Prescription. The current report will not have those two Product Types for selections. See the User Guide that is specific for Medicare for more information..
Policy Commission Distribution report
Commission History by Policy or Agent
This report provides information from the Results page in Commission Cycles. To improve performance, it is required to enter at least one of the following: starting and ending date, from 1 to 5 Agents, or 1 to 5 Policy numbers. Other filters are by Issuer, Agent ID, Product Type, Upline ID, or Plan Name. If Upline ID is used, it will show you all Agents that are downline from the selected Agent ID, and not just the Agents that directly report to that Upline ID. As there are more columns that fit on a page, the scroll bar must be used to see all columns, or the results exported for analysis.
Note: This report has been updated for Commissions Policies with Product Types Medicare Advantage and Medicare Prescription that are different than commissions for other Product Types. Fields have been added for Street and Override used for Medicare commissions but will be populated with $0.00 or zero when the Policy is not one of the two Medicare Product Types. See the User Guide that is specific for Medicare for more information.
Commission History by Policy or Agent
NAP Report by Policy Number
NAP (Net Annualized Premium) Report by Policy Number displays how much a Policy made each year based on actual and commissionable Premium. As there are more columns that fit on a page, the scroll bar must be used or the results exports for analysis.
Columns and filter include one for Top Level Manager, which is the next level down from the top Agent/Org in a hierarchy.
NAP Report by Policy Number scrolled to the left
NAP Report by Policy Number scrolled to the right
Commission Plan Rates
This report displays Commission Rates that have been created against the Contracts in the system which are used to provide rates to the commission calculation. As there can be multiple columns for the From and To intervals and associated percentage or fixed rates, the scroll bar needs to be used to display the complete results displayed on a page.
The Plan Rate report results can be exported, changes can be made to that file, and then imported to make changes in existing Commission Rates. When re-importing rates to make changes, the Effective Date (from) must match the Effective date in the existing Plan Rate.
There is a separate version of the report, ‘Commission Plan Rates MAPD & PDP’ which is to be used for those Policies with Product Types Medicare Advantage and Medicare Prescription. The current report will not have those two Product Types for selections. See the User Guide that is specific for Medicare for more information.
Commission Plan Rates report
Policy Termination List
The Policy Termination List Report can be used to follow up on Policies that have been lapsed or closed. The default search is to look for Policies with Policy Status Lapsed but can also be used to report on Policies that are Cancelled, Terminated, or Chargeback status.
Policy Termination List
Policy Detail Report
The Policy Detail Report has the same fields as the Policy import so it can be used as a template to make changes and then import into the system.
Policy Detail
