Commission statement review

Step by step

1. Prepare statement Commission Specialist

   Commission Specialist records carrier, amount, policy number and parent opportunity in Draft.

   • The statement has a traceable source case.
   • Updates Commission statements, Opportunities

2. Attach evidence Commission Specialist

   Commission Specialist links a supporting file to the opportunity.

   • The reviewer can inspect the source.
   • Updates Record attachments, Opportunities

3. Submit statement Commission Specialist

   Commission Specialist checks the amount and changes Draft to Submitted.

   • The review inbox receives it.
   • Updates Commission statements

4. Review statement Commission Reviewer

   Commission Reviewer checks evidence, records a reason and approves or rejects the statement.

   • Approved or Rejected is visible with a decision.
   • Updates Commission statements, Review decisions, Record attachments
   ApprovalA person approves before the work moves on.

5. Complete statement Commission Specialist

   Commission Specialist compares an approved amount with the carrier source and marks the statement Completed.

   • The statement leaves the active worklist.
   • Updates Commission statements

Commission Specialist

, Commission Reviewer, Agency Manager.