Producers & Payouts · 5 min read
Example: a 60 percent producer split
Follow a fictional policy from assignment to statement.
Open producers →On this page
Set up the example
Create a producer named Sample Producer, save a 60.00% commission split effective on your chosen date, and assign fictional policy DEMO-1001 to that producer.
Save a fictional reconciliation with $100.00 carrier-paid commission for DEMO-1001. Keep practice records separate from real agency payouts.
Calculate the payout
Open Policy-level producer payout preview, choose the saved reconciliation and a date covered by the split, then select Calculate policy payouts.
With a valid assignment and split, $100.00 carrier paid at 60% produces $60.00 producer compensation and $40.00 agency retained.
Save and download
Select Save eligible policies as pending batch, then open Payouts and Producer statements. Choose the batch and producer, review the amounts, and download PDF or CSV.
Practice batches remain internal records. Do not mark a batch paid unless an actual external payment has occurred.