Tracking Commissions in Taino Solutions

Taino Solutions provides powerful tools for tracking both agent and agency-level commissions. Whether you're an individual agent checking your commission earnings or an agency owner overseeing commissions across multiple agents and offices, the platform offers comprehensive reports and dashboards to ensure you can monitor commissions with ease.

Before diving into how to track commissions, it’s important to understand how commissions are defined and managed in Taino. If you’re not familiar with the process of defining transactions and commission records, please refer to the Commissions Management Overview article for more details.

Agent-Level Commission Reports

Agents can view detailed reports on their own commissions, including those that are pending or posted. The agent-level report provides a breakdown of all commissions, making it easy for agents to track their earnings over time.

To access the agent-level commission report:

• Navigate to the Reports section in the left-hand menu.
• Select Commissions -> Agent Commissions.

This report will display all transactions where the agent has earned a commission, providing details on the transaction type, policy number, and commission amount.

Agency-Level Commission Reports

For agency owners or supervisors, the agency-level commission report provides a detailed overview of all commissions across agents, offices, and policies. This allows agency owners to manage and monitor commissions for the entire team.

To access the agency-level commission report:

• Navigate to the Reports section in the left-hand menu.
• Select Commissions -> Agency Commissions.

This report provides a breakdown of all commissions earned by the agency and its agents, categorized by office or policy for easy tracking and review.

Dashboard: Commission Tracking Widgets

In addition to reports, Taino Solutions provides a comprehensive dashboard that visually displays commission totals and the performance of commissioned agents. This dashboard allows both agents and agency owners to get a high-level view of commission earnings and track agent performance. The dashboard includes three key components:

• Top 5 Commissioned Agents: A comparison graph showing the top 5 agents with the highest commissions in the agency.
• My Commissions: A block chart displaying the current commissions for the logged-in agent.
• Agency Commissions: A block chart showing the total commissions earned by the entire agency.

All of these components can be filtered by time periods such as Current Week, Current Month, Current Quarter, and Year to Date to provide a quick snapshot of how the agent and agency are performing over time.

Conclusion

Taino Solutions simplifies the process of tracking both agent and agency commissions. With easy access to detailed reports and a powerful visual dashboard, agents and agency owners can stay on top of their earnings and ensure accuracy. For more information on how to define commissions during policy creation, please refer to the Commissions Management Overview article.