Webinar Recording: BrokerageBuilder Commission Tracking - Preparing to Post Statements
Level 200: Part 1 of 2. Get your BrokerageBuilder plans ready to ensure your data is in good standing before you start reconciling your commission statements. Review some necessary fields to help set the stage for when you’re ready to work with your carrier statements. There will also be an opportunity to show how commissions can be split out among multiple producers on individual plans.