Jenesis makes tracking how the company sends commissions and renewal letters easy.
Step 1: Go to Utilities and click on Company Setup
Step 2: Find the Company you are looking for
Step 3: Look for the field labeled Commission Method and/or Renewal Method
Step 4: Make your selection from the drop down menu.
- In the Commission Method field choose “retain commission” if you keep part of the commission and choose “receive commission” if you receive a check for the commission.
- In the Renewal Method field choose “Agency Only” if the renewal letter is sent just to the agency, and choose “Agency & Insured” if both parties receive the renewal letter.
Check out the video for more help