Medicare Blog | Medicare News | Medicare Information

AgencyBloc's Commission Module follows six steps to efficiently track incoming commissions, scan for inaccurate payments, and monitor outgoing payments. In AgencyBloc, the steps are:

1. Set Up Policies: Get the process rolling by setting up your clients and their policies in AgencyBloc
   
   
2. Set Up Rate Tables: Configure your rate tables to make sure each policy pays out correctly to your agents, house, and other necessary persons
   
   
3. Tie Payees to Policies: Connect all of the necessary persons to the correct policies to make sure they’re paid what they’re due for that specific policy
   
   
4. Import Carrier Files: Upload your electronic carrier statements to automatically calculate commissions and reduce time spent manually inputting data
   
   
5. Reconcile Commissions: Confidently identify when a carrier has made an error with your payments by quickly and easily reconciling your commissions
   
   
6. Generate Agent Statements: Keep your agents in the know with up-to-date detailed agent commission statements so they can track what they’ve earned for they’ve sold

 
AgencyBloc is an agency management system that helps life and health insurance agencies grow their business with an industry-specific CRM, commissions processing, and integrated business and marketing automation.

PSM is proud to partner with AgencyBloc to assist Medicare agents and agencies in organizing and making their overall business more efficient through automated solutions. Request a live demo today!