Please read THIS to help you navigate through the steps below.
Step 1 - Add Suppliers - If you have received commissions from a carrier not currently setup in your deployment. Click HERE for video tutorial.
Step 2 - Add Transfers - If you see a warning on your transfer page. Click HERE for video tutorial.
Step 3 - Add new Agencies & Reps - If you need to pay commissions to a new Agent and Rep. Click HERE for video tutorial.
Step 4 - Create Pay Plans - Pay plans are the payout structures/scenarios you have with your agents. Click HERE for video tutorial.
Step 5 - Assign Pay Plans. Click HERE for video tutorial.
Step 6 - Prepare spreadsheets for import. Click HERE for video tutorial.
Step 7 - Import Commission Data (or trash an import). Click HERE for video tutorial.
Step 8 - Transfer Commission Data. Click HERE for video tutorial.
Step 9 - Clear warnings:
- Unassigned rep ids - Click HERE for video tutorial.
- Unmatched products - Create comm group or match product to existing comm group. Click HERE for video tutorial.
- Unable to find comm tiers - Modify commission group by adding the tier(s)
- Gross comm does not equal deposits – When you use the deposit feature, RPM will tell you if the amount added as deposit is not matching the Gross commission imported for that supplier.
- Supplier data not imported - This warning lets you know that you have imported your commission data but it is still sitting in the buffer. You can hit the ‘finish all’ button to complete the import.
Step 10 - Exceptions (to items):
- Account group (add or assign).Click HERE for tutorial video.
- Referral (add or include …)
- Split
- Addendum
Step 12 - Adjustments (any change to agent compensation). Click HERE for a video tutorial.
Step 13 - Calculate. Click HERE for a video tutorial.
Step 14 - Agency Summary. Click HERE for a video tutorial.
Step 15 - Download Agent Commission Summary. Click HERE for video tutorial.
Step 16 - View Audit Reports. Click HERE for video tutorial.
Step 17 - Deposits & Payments. Click HERE for video tutorial.
Step 18 - Commission Reports - to see trending across agencies and suppliers graphically. Click HERE for a video tutorial.
Step 19 - Close run. Click HERE for a video tutorial.
Step 20 - Reopen run. Click HERE for a video tutorial.
Step 21 - Start the next run. Click HERE for a video tutorial.
See also: