Read the grid before you touch it
The payee grid is banded into six coloured groups. Left to right, they are the life of the transaction — and knowing which band you are in tells you whether a number is an input, a rate, or a result.
ROLE & PAYEE — who is owed
TYPE, PAYEE NAME, SPLIT %. Three tiers share this case: AGENT, TOPLINE, MARKETER — each at 100% of its own tier, not 100% of the case.
RECEIVED — what the carrier actually sent
RECV FROM CARRIER and STATEMENT PREM. These are facts from the statement. A dash means nothing was received against that tier; an asterisk marks a system-flagged figure.
FYC RATES — the rate that drives the maths
CONTRACTED FYC is what the schedule set says. ADJUSTED FYC is what will actually be applied. When contracted reads 0.0000% the case cannot self-calculate — that is the blocker.
ADJUSTMENT — your manual override
ADJ % and ADJ AMT. This band is where a manual individual transaction is actually expressed. Anything you put here is stamped and reviewable.
PERIOD — where the case sits in its schedule
PAYOUT AMT as a per-period figure and PERIODS REM. Two filled dots of twelve means two months earned, ten to run.
PAYMENT — the release
The Pay button on each row. This is the individual transaction: one payee, one row, released on its own rather than through a bulk Push Payouts run.
Before you start
The screen you will work in
A faithful recreation of Step 2: Match & Post → Commission Report. Controls respond — try the search, the editing toggle, and the Pay buttons.
Cases Awaiting Commission — 510 cases
| ROLE & PAYEE | RECEIVED | FYC RATES | ADJUSTMENT | PERIOD | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| TYPE | PAYEE NAME | SPLIT % | RECV FROM CARRIER | STATEMENT PREM | CONTRACTED FYC | ADJUSTED FYC | ADJ % | ADJ AMT | PAYOUT AMT | PERIODS REM | PAYMENT |
| AGENT | Leland Jeppesen | 100% | $0.00* | $44.65▾ | 0.0000% | 0.0000% | 0.0000% | $0.00 | $0.00/Month | 2 of 12 mo
|
|
| TOPLINE | Cavalier Insurance Marketing Services | 100% | $75.91 | $44.65▾ | 0.0000% | 0.0000% | 0.0000% | $0.00 | $0.00/Month | 2 of 12 mo
|
|
| MARKETER | Adam Cavalier | 100% | – | – | 0.0000% | 0.0000% | 0.0000% | $0.00 | $0.00/Month | 2 of 12 mo
|
|
| $0.00 | $44.65 | 0.0000% | 0.0000% | 0.0000% | $0.00 | $0.00/Month | |||||
Step by step
The same sequence the guided walkthrough runs, in written form for your desk reference.
Open Step 2: Match & Post, Commission Report
Confirm the MATCH & POST chip is lit on the Commission Cycle rail, select the Step 2: Match & Post sub-tab, then stay on the Commission Report tab. Marketer Analytics is a reporting view, not a working surface.
Set your scope in the filter panel
Eleven filters sit above the list. Inforce Date carries a date field plus an All Dates override; Commission Received defaults to Commissions Receive…. Leave Commission Structure on Show All Cases so nothing is hidden from you.
Find the case
Use Search by policy, client, carrier, or payee name…. Policy number is the safest key — client and payee names repeat. Here: FEXB195859.
Read the batch header before anything else
RECEIVED $15,841.74 is what the carrier sent. POSTED $15,841.74 is what has been allocated. VARIANCE $0.00 with a Balanced pill is your baseline. Note this batch is also Closed 03/17/2026 — a closed batch may need reopening before it accepts a manual release.
Identify the case
The case row carries the policy chip FEXB195859, insured David Arocha, carrier, Inforce: 7/20/2026, an Inforce status chip, and the blocking flag.
Read the summary strip
Eight figures frame the case: TOTAL COMM RECV $75.91 ↗, TARGET PREM. $0.00, ANN. PREM. $0.00, MODE Monthly, 1ST YR PAID-IN $0.00, AS EARNED $75.91, TRUEUP $0.00, NET RETAINED $75.91. Received equals as-earned equals net retained — nothing has been paid out yet.
Locate the blocker in the FYC RATES band
Missing Contracted FYC and CONTRACTED FYC 0.0000% are the same fact stated twice. With no contracted rate the system cannot derive a payout, which is exactly why this transaction must be done by hand.
Fix the rate at source where you can
The durable fix is the payee's schedule set — add the contracted rate and the case recalculates itself. Overriding in the ADJUSTMENT band solves today's payment but leaves the same gap on next month's period.
Switch Enable Editing on
Enable Editing · OFF is the guard rail on this grid. Turn it on only while entering values, then turn it back off — the setting persists for the session.
Enter the override
Work the ADJUSTMENT band: set ADJ % or ADJ AMT on the row you are paying. ADJUSTED FYC reflects the rate actually applied. The STATEMENT PREM selector (▾) lets you pick which premium figure the calculation runs against when the statement offers more than one.
Check the tier before you release
Read across the row: AGENT Leland Jeppesen shows $0.00* received, TOPLINE Cavalier Insurance Marketing Services shows $75.91, MARKETER Adam Cavalier shows a dash. Only the tier that actually received money should be released. The asterisk marks a system-flagged figure worth a second look.
Confirm the period position
PERIODS REM reads 2 of 12 mo — two filled dots, ten to run — and PAYOUT AMT is expressed per period as $0.00/Month. The Period P1–P7 row beneath the grid shows the period-by-period breakdown.
Release with Pay
Pay in the PAYMENT column releases that single payee row. This is the individual transaction — one row, on its own, rather than a bulk Push Payouts run.
Re-check the totals and document
The totals row under the payees should still tie: $0.00 received, $44.65 statement premium. Confirm the batch still reads VARIANCE $0.00 and Balanced, then Export to CSV for the audit file and open View Commission Payee Report to confirm what the payee will see.
What usually goes wrong
Paying the wrong tier
All three rows show 100% split, which reads like a full entitlement. It is 100% of that tier. Check RECV FROM CARRIER first — a dash means that tier received nothing.
Overriding instead of fixing the rate
An ADJUSTMENT entry clears today's payment and leaves CONTRACTED FYC at 0.0000%. The same flag returns next period, and every period after.
Ignoring the asterisk
$0.00* on the AGENT row is a system flag, not a decoration. Resolve what it marks before releasing anything on that row.
Releasing against a closed batch
This batch is Closed 03/17/2026. A manual release against closed periods is how variance appears in a batch that reconciled cleanly last month.
Leaving editing on
Enable Editing · OFF persists for the session. Switch it back when you finish so the next reviewer cannot change values by accident.