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Earned Commission Reference GuideThis guide is designed to help you understand the Earned CommissionReports available on Agent Net Info. It also serves as an ongoing referencefor instructions on how to most effectively use the Earned CommissionReporting.Key FeaturesStart with a summary of your monthly personal Earned CommissionOverview report and drill down to a specific agent number level.Generate and save a PDF for future reference.All reports will be available by the 2nd business day of the month.*Due to the proprietary nature of the information provided, theEarned Reports will only be available to personnel who have the abilityto view commissions. Contact the Agent Support Center to requestaccess for any of your employees.

Earned Commission OverviewReport FeaturesView a quick summary of your earned commissions and the totals for the month in onelocation.Requirements for Agents Appearing on Report Agent must be set up to receive earned commissions. Agent must have a commission statement generated for the month selected.Report Heading: Agent Name: the name of the agent you are viewing the report for. For Statement Date: the month selected to view the commissions.The report will default to the most recent monthGenerating a New Report Select a new Statement Date2

Report Options: Select the Overview button to generate a PDf for the current page. Check thebox to generate a PDF for all agent numbers or check thespecific agent number(s)to only generate a PDF for only those agentnumbers. One of these boxes must be selected to generate a Summary or AgentDetail PDF. Select the Summary button to generate one PDF for a Summary of every agentnumber listed. Select the Agent Detail button to generate one PDF for the detail of every agentnumber listed. If one or more of the agent numbers detail is too large to begenerated in a combined PDF, a message will display indicating which number istoo large. Simply uncheck that agent number and select the Agent Detail buttonagain. The detail for the agent number that is too large can be generated in a PDFby only checking that agent number and then selecting the Agent Detail button.Definition of Report Data Agent Number: only agent numbers that meet the Requirements For AgentsAppearing on Report will appear. Select the Agent Number to view theCommission Summary for only that agent number. Check Amount: the amount of the check that was generated for that agentnumber. Payment Method: the method used to distribute the commission paid to the agent.If no, payment was made the report will show ‘No Check/EFT’. Company: statutory company. Totals: Sums the amounts displayed in the Check Amount and Ending Balance.Ending Balance: the balance per company and agent number for that statementdate.3

Earned Commission SummaryReport FeaturesView a summary of your earned commissions and the totals for the month byindividual agent number.Requirements for Agents Appearing on Report Agent must be set up to receive earned commissions. Agent must have a commission statement generated for the month selected.4

Report Heading: Agent Name/Number: that was selected from the Earned Commission OverviewReport. Agent Status: the agent status for the agent number selected from the EarnedCommission Overview Report. Contract Date: the contract date of the agent number selected from the EarnedCommission Overview Report. Terminated Date: if available the terminated date for the agent number selectedfrom the Earned Commission Overview Report. For Statement Date: the month selected to view the commissions.The report will default to the most recent monthGenerating a New Report Select a new Statement DateReport Options:View Back: selecting this button will take you back to the previous screen.Agent Detail: selecting this button will take you to the earned detail for theagent number displayed on the page. If the agent Detail is too large to bedisplayed a message will appear with the option to generate a PDF for that agentnumber.Salary Savings: selecting this button will take you to the salary savingscommissions for the agent number displayed on the page.5

Securities Summary: selecting this button will take you to the summary of thesecurities commissions for the agent number displayed on the page. Only agentsthat have a securities commission will see this button.Generate PDF for: Summary: selecting this button will create a PDF for the summary you areviewing. Agent Detail: selecting this button will create a PDF of the detail for the agentnumber you are viewing.Definition of Report Data Agent Number: the agent number selected from the Earned Commission Overviewreport. This is also a link to the Agent Detail report for that agent number. Company Name: the company that the agent number is appointed to. Balance Forward: ending balance from previous earned commission statement. Activity Name: description of the commission or adjustments. Sub-total for activities: the sum of all of the commission activities listed under theActivities column. Special Earned Calculation: the earned advance calculation.If no activities are available this section will not be displayed.6

Earned Commission Check/EFT Ref xxxx: the amount of the commission that waspaid to that agent number. If no commission was generated ‘No EarnedCommission Check Produced’ and 0.00 will be displayed. Ending Balance: the balance for the agent number selected for the statement youare viewing. Payee Name: the name of the person/entity the commission was paid to. *Amount Not Included in the Total: The product(s) net earned advance is notincluded in any positive earned advance amount.Earned Commission Detail7

Report FeaturesView the detail of your earned commissions for your agent number and thecommissions you received from the agent numbers reporting to you.The Commission detail is broken into sections by the writing agent and the sourcefrom which the commission was received.Requirements for Agents Appearing on Report Agent must be set up to receive earned commissions. Agent must have a commission statement generated for the month selected.Report Heading: Agent Name/Number: that was selected from the Earned Commission OverviewReport. Agent Status: the agent status for the agent number selected from the EarnedCommission Overview Report. Contract Date: the contract date of the agent number selected from the EarnedCommission Overview Report. Terminated Date: if available the terminated date of the agent number selectedfrom the Earned Commission Overview Report. For Statement Date: the month selected to view the commissions.The report will default to the most recent monthGenerating a New Report Select a new Statement Date8

Report Options: Back: selecting this button will take you back to the previous screen. If the agent detail is too large to fit on one page the page number/next will appear,Generate PDF: selecting this button will create a PDF for the detail commissionsyou are viewing.displayed., to view the rest of the detail pages select Next or the numberDefinition of Report Data Writing Agent Name/Number: the writing agent name and number for the detailcommissions listed below Source: the source from where the commission was generated.Source Examples:ISI SecuritiesPreferred ProviderIndividual AFPTCMLong Term CareWestern Reserve Life Policy Number: the policy number(s) of the commission generated from the WritingAgent number in the section being viewed. Insured Name: the last name of the Insured on the policy number.9

Plan Code: the plan code associated with the policy number. Product Type: the type of product that generated the commission for that policy.Product Types Available:EarnedStatementProduct DefinitionAccidentAccidentChipCHPDentalDentalDI HIP MMDisability/Hospital Inc/Major MedDisabilityDisability IncomeEI ULEquity Index Universal LifeFix Anty IndvlFix Anty Prf PrvFixed Annuity (Individual)Fixed Annuity (PreferredProvider)Fix Anty TCMFixed Annuity (FMD)GAPSupplemental Health (GAP)GroupTrue GroupGrp Maj MedGroup Major MedicalHospital IncomeHospital IncomeLTCLong Term CareLTDLong Term DisabilityMed SuppMedicare SupplementNon-PropNon-ProprietaryOrd LifeOrdinary LifeProprietaryProprietaryShort HealthShort Term / Misc.SPULSingle Premium Universal LifeULUniversal LifeVar Anty TCMVariable Annuity (FMD)Var Anty WRLVariable Annuity (WRL)VUL CRVUL Non-PropVariable Universal Life (CR)Variable Universal Life (NonPropr)VUL WRLVariable Universal Life (WRL)WorksiteCancer (SID) Issue Date: the date the policy was issued. Paid Date: the date the policy was last paid.10

Billing Frequency: how often the policy is scheduled to be billed.Examples of Billing Frequency: EarnedStatementBilling DefinitionAnnualOnce a yearSemi-AnnTwice a Year, every 6 monthsQuarterly9thly4 times a year, every 3 monthsBilled 9 times a year, amount is actuallydistributed over 12 payments10thlyBilled 10 times a year, amount is actuallydistributed over 12 paymentsMonthlyEvery Month4 WeeksEvery 4 weeksBi WeeklyEvery 2 weeksWeeklyEvery Week8thlyBilled 8 times a year, amount is actuallydistributed over 12 payments11thlyBilled 11 times a year, amount is actuallydistributed over 12 payments24thlyBilled 24 times a year, amount is actuallydistributed over one years worth ofpaymentsCommission Type: the type of commission the agent is receiving on thepolicy.Examples of Commission Types:EarnedStatementCommission DefinitionOW 1st YrOverwrite 1st YearOW RenewOverwrite RenewalOW ServOverwrite ServicePers OW 1st YrPersonal Overwrite 1st YearPers OW RenewPersonal Overwrite RenewalPers OW ServPersonal Overwrite ServiceWA 1st YrWriting Agent 1st YearWA RenewWriting Agent RenewalWA ServWriting Agent Service11

Amount Invested: This column is only populated if the policy is a Securitiespolicy. Comm Premium: commissionable premium.Gross Comm: gross commission on securities products. PSOP: agents PSOP contribution. Split %: agents split percent on the policy. Commission %: the commission percentage payable . Commission Amount: the earned commission amount paid to the agent. Earned Adv %: advance percentage payable on the earned commissionamount. Earned Adv Amount: amount of earned commission included in the specialearned calculation. Totals: the sum of the PSOP, Commission Amount and Earned CommissionAmount will appear at the bottom of each individual section.The Grand Totals will consistently appear at the bottom of the page. Total PSOP: the sum of all of the PSOP amounts for this statement. Total Commission Amount: the sum of all the commission amounts for thisstatement. Total Earned Adv Amount: the sum of all the advance amounts for thisstatement.12

Initial Premium Received: for policies that are being paid commissionsfor the first time an * will appear beside the policy number.Earned Commission Overwrite SummaryReport FeaturesManagers can view a summary of the overwrite commissions received and the totalsfor the month by their individual agent number(s). If the writing agent has more thanone commission for an agent number the report will sum the multiple amounts anddisplay them in one row.Requirements for Agents Appearing on Report Agent logged onto ANI must have earned commission on the sub-agent for thecommission to appear. Manager/Writing Agent must be set up to receive earned commissions. ANDManager/Writing Agent must have a commission statement generated for themonth selected.13

Report Heading: Agent Name: the name of the agent you are viewing the report for. For Statement Date: the month selected to view the commissions.The report will default to the most recent monthGenerating a New Report Select a new Statement DateReport Options: Generate PDF: selecting this button will create a PDF for the overwrite commissionsyou are viewing. Summary by Agent: select this button to view the individual rows for agents withmultiple commissions. All fields on this report will mirror the Earned CommissionOverwrite Summary.Definition of Report Data Agent Name: the agent name of the person viewing the report. Agent Number: the agent number(s) of the person viewing the report. Commission Amount: the earned commission amount paid to the agent.14

Writing Agt Check/EFT Amt: the Check/EFT amount that the Writing Agentreceived. This column is not available to all managers. When available managerswill also see the payment method when the Summary by Agent button is selected. Payment Method: the method used to distribute the commission paid to the agent.If no, payment was made the report will show ‘No Check/EFT’. Total: the sum of all the Check/EFT amounts.Definition of Report Data for Agent Detail Commission Agent Number: the manager’s agent number that the commission wasearned on. Writing Agent Name: the name of the writing agent the manager received acommission from. If an agent did not generate a commission for the managertheir name will not be displayed. Overwrite Commission Amt: the amount of commission that the manager receivedfrom the writing agent. Writing Agt Check/EFT Amt: the Check/EFT amount that the Writing Agentreceived. This column is not available to all managers. When available managerswill also see the payment method when the Summary by Agent button is selected. Overwrite Total: the sum of the Overwrite Commission for all Writing Agents listed.If no Overwrite Commissions were generated nothing will be displayed. Personal Overwrite Total: the sum of the Personal Overwrite amount for thatmanager’s commission agent number. If no Personal Overwrite Commissions weregenerated nothing will be displayed.15

Grand Total: the sum of the Overwrite and Personal Overwrite amounts. Thisshould match the manager’s commission amount listed in the 1st section of thereport.Earned Commission Policy SearchReport FeaturesSearch for a particular policy by Insured’s last name, search for only policies that havean initial premium or search for policies by a specific commission amount.Requirements for Agents Appearing on Report Agent must be set up to receive earned commissions. Agent must have earned a commission on the policy for the date range selected.16

Report Options: Policy Number: enter the 10 digit policy number to be searched on a partialnumber may be entered. Results will only be included for the start date throughthe end date selected. Insured Last Name: enter the last name of the Insured a partial name can beentered. Results will only be included for the start date through the end dateselected. Commissions on Initial Premium: check this box to return all of the policies thatyou received an initial premium on for the start date through the end dateselected. Commissions Greater than: enter a dollar amount (ie 24) to return all the policiesthat you received that amount of commission or greater within the start date andend date selected. If a policy was split the commission for each of the splits will besummed to determine if the total commission is greater than the dollar amountentered.Example searching for Commissions Greater than: 24WA 0000000001 earned you a 12.50 Overwrite Commission and WA 0000000002earned you a 12.50 Overwrite Commission the total commission 25.00 so bothamounts will be returned. Start Date: the report will default to the most recent month end. To select adifferent start date click on the arrow. End Date: the report will default to the most recent month end. To select adifferent end date click on the arrow. Search Button: select this button to process the search criteria entered.Clear Button: select this button to clear the search criteria entered.17

Cancel Button: select this button to cancel the search process.Sort By: will return the results for the search criteria in ascending order for the sortselected.Definition of Search ResultsThe search results will only include policies where the person logged into Agent NetInfo is part of the policy hierarchy and is included on the Commission statement. Policy Number: the specific policy number or the policy numbers that met thesearch criteria. Clicking on the policy number will take you to all of the details forthat policy number. Company Name: statutory company. Split %: agents split percent on the policy. Comm %: the commission percentage payable. Comm Amount: the earned commission amount paid to the agent. Writing Agent Name: the name of the agent that sold the policy. Statement Date: the date commission statement was generated for the policy.Selecting a different start date then the end date will display a row for each datethe policy received a commission.Insured Name: the name of the Insured person on the policy.Comm Premium or Gross Comm: commissionable premium or gross commission onsecurities products.18

Total: the sum of all of the Comm Amount’s retuned from the search criteriaentered. Generate PDF: selecting this button will create a PDF for the Paid Commissionsearch results you are viewing.19

Ord Life Ordinary Life Proprietary Proprietary Short Health Short Term / Misc. SPUL Single Premium Universal Life UL Universal Life Var Anty TCM Variable Annuity (FMD) Var Anty WRL Variable Annuity (WRL) VUL CR Variable Universal Life (CR) VUL Non-Prop Variable Universal Life (Non-Propr) VUL WRL Variab