Let's face it - keeping your clients happy and receiving good commission in return is one of the most rewarding parts of an insurance brokers job. In this article we will show you how to report earned commissions for yourself and your whole organisation.
Reporting Commissions
The main tool used for reporting commissions in Insly is the commission report located in "Reports" -> "Reports" menu.
Just apply the relevant period and any other filters and click "Generate report" to download the excel file of the report.
Pro tip: pay attention to the "period" and "Report Type" filters if it seems like some of the commissions are not showing.