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Contents
Index
Search Results
Welcome
Support
Database Path
Installation
System Requirements
Turn on UAC for Vista 32 bit
Do I have Vista 32 or 64 bit?
Registration
Single User Install
Network Install
Getting Started
Login Screen
Policy List
Policy Search
Policy Terms
Status Bar
Deleting Demo Data
Create New Agent
Agent Contact Info
Agent Address
Agent Phone Number
Create New Carrier
Carrier Contact Info
Carrier Address
Carrier Phone Number
Create Carrier Commission Tables
Flat Commission Table
Scheduled Commission Table
Graded Commission Table
Pay Per Subscriber
Carrier Commission Table Versions
Create New Policy Type
Create New Client
Client Contact Info
Client Address
Client Phone Number
Create New Policy
Policy Information Section
Policy Number
Policy Status
Origination Date
Term Effective Date
Term Renewal Date
Policy Type
Revenue Group
Primary Agent
Agent ID Assigned By Carrier
Carrier Payment Details Section
Term Number
Premium Per Payment
Number Of Payments Per Term
Number Of Payments Paid In Advance
Carrier Table
Commission Per Payment
Auto Receive Payments
Policy Examples
Policy Example 1
Agent Commission Splits
Carrier Table Agent Splits
Carrier Table Agent Splits (Using Agent Levels)
Carrier Table Agent Splits (Using Agent Uplines)
Multiple Primary Agents
Manage Agent Levels and Uplines
Policy-Specific Agent Commission Split Table
Agent Commission Split Table AutoFill
Agent Commission Advances
Agent Licenses
Receiving Payments
Receive Payment Button
Reconcile Carrier Statement (NEW!)
Import Carrier Statements (NEW!)
Errors - Import Carrier Statement (NEW!)
Report of Import or Reconcile Session
Reverse Import or Reconcile Session (NEW!)
Payment History
Partial Payments and Chargebacks
Renewing Policies
Manually Renew a Policy
Renew Policies (by Carrier)
AutoRenew Policies
Update Polices (by Carrier)
Delete Policies
Options Menu
Tools Menu
Update Payment Tables
Delete Policies
System Options
Importing Policies and Payments
Special Instructions for CT Cloud Users
Import Policies
Import Agent Commission Splits
Import Agent Advances
Import Carrier Statements (NEW!)
Reports
Exporting Reports to Excel
Searching within a Report
Agent Commissions Earned Report (and Email as PDF attachment)
Detail (Percent of Commission)
Detail (Percent of Premium)
Detail (Hybrid)
Detail (By Carrier)
Detail (By Carrier with Premium)
Detail (By Primary Agent)
Detail (with Year-To-Date Total)
Annual (By Client)
Annual (By Carrier)
Summary Only
Accounts Receivable
Payment Discrepancy Report
Book of Business
Actual vs. Expected Commissions
Agency Payments Received
Commissions by Carrier
Commissions by Client
Commission Tables
Policies by Renewal Date
Commissions by State
Policies by Status
Policy Error Report
Policies (NEW!) Report
Advanced Features
Backup Database
Parent Company / Sub Client
Network Version
Commission Tracker Cloud
Connection Instructions
Download the Remote Connection Software (All Platforms)
Password FAQ
Saving A Report as PDF
MAC Printing From The Cloud
Video Tutorials
Delete Demo Data
Add New Agent
Add New Carrier
Add New Client
Add Flat Carrier Commission Table
Import Carrier Statements (NEW!)
15 minute Getting Started Video
Receive Date vs Billing Date
Billing Date
Receive Date
Error Messages
Database Errors
Windows 10 Automation error
FAQ
Can a client have more than one policy?
Can I import my existing policy data into Commission Tracker?
Is there a limit to the number of policies that can be entered into Commission Tracker?
Is it possible to set up a policy with commission splits BEFORE the policy number
Can we purchase a network version of Commission Tracker?
Reports do not print clearly. What is causing the problem?
The size of our Commission Tracker database file is 2.7 meg. Is this ok?
Version 7 Support
Version 7 PPS Conversion
Billing Type / Pay Agents
Utilities
Repair Database
Index
Bookmark
Print
HelpConsole 2012 - Professional Edition
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Extreme Ease Software Inc.
All Rights Reserved.
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