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Accounting Dashboard
Overview
Commissions
17
Schedule Sets
Carrier Commission Schedule Sets
Per-carrier schedule sets · FYC, renewal, excess, target premium definitions · changes flagged in audit
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All LOBs
All
Active
Needs Review
New Schedule Set
Carriers Tracked
10
32
schedule sets total
Schedule Sets in Catalog
32
All 4 · Life 14 · Medicare 14
Needs Review
3
3 carriers flagged
Last Updated
6/12/2026
Most recent schedule change
Carrier
Aetna
4 products
1 LOB
Active
Updated 6/12/2026 · adavis
Schedule Set
LOB
FYC
YR 2-10
Excess
Mode Adj
Target Premium
Effective
Carrier
Allianz Life Insurance Company
6 products
2 LOB
Active
Updated 6/10/2026 · adavis
Expand to view Allianz schedule sets. (Collapsed in this walkthrough — focus is on Aetna.)
Carrier
Lincoln Financial Group
5 products
2 LOB
Active
Updated 2/5/2026 · student
Expand to view Lincoln Financial schedule sets.
New Schedule Set
Carrier
*
Select carrier…
Aetna
Allianz Life Insurance Company
Lincoln Financial Group
American General Life
Set Name
*
Alias
LOB
Tax Qualification
Code
Effective Date
End Date
Status
Active
Draft
Needs Review
Note
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Schedule Rules
Aetna · MA Standard · Medicare
10
rules attached to this set
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Scope
FYC
YR 2-10
Excess
Mode Adj
Target Premium
Effective
These are the rate rules
attached
to the set — the FYC, renewal-year, excess, mode-adjustment, and target-premium definitions that reconciliation reads when it splits a commission. Edit a rule and the change is flagged in the audit log.
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Scope / Rule Name
*
FYC (%)
YR 2-10 (%)
Excess (%)
Mode Adj
Target Premium
Effective
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