Agency Bill Commissions - Advance Insurance & Benefits

Agency Bill Commission Submission

This form is used for agents to submit their Agency Bill commission items for reconciling

Insured(Required)

Please enter the Named Insured

Is this account already entered in Hawksoft?(Required)

Yes

You should not proceed if "No"

Agent Selection(Required)

How would you like to proceed?(Required)

I'll upload the Agency Invoice from the wholesaler

I'll fill out the webform

If you upload an invoice we can reconcile the commission from that. Or, you can type the info into this webform.

Invoice upload(Required)

Max. file size: 39 MB.

Please upload the Agency Invoice from the wholesaler. It's ok if it's in the same file as the binder.

Policy Number(Required)

Enter exactly as you have entered the policy in Hawksoft so commission can be matched

Policy Effective Date

Wholesale Agency(Required)

Base Premium(Required)

Do not include any taxes or fees

Taxes & Fees(Required)

Include all surplus lines taxes, filing fees, and any other fee charged by the wholesale agency

Broker Fee

Only applies if you collected a broker fee. This is not the fee the wholesaler adds to the policy, sometimes called a "broker fee", "policy fee", "inspection fee", or something along those lines.

Commission Rate(Required)

Usually the commission rate will be 10%, 12.5%, or 15%

Gross Agency Commission Amount(Required)

Additional Info

Phone

This field is for validation purposes and should be left unchanged.