Would you like to take a quick look at what agents owe you money and if they have pending commissions to cover those charges? Set up an agent ranking to pull the current agent receivable balance using the Other Production Type and add a second column to pull commission using the Active Production Type. Run the report by office and do not select a column to Rank By – the results will be presented alphabetically by office. By selecting the output to file option, the report can be pulled into Excel. Those agents with pending commissions sufficient to cover their agent billing can be easily deleted allowing you to focus on those agents who present a collection risk. Be sure to include terminated employees but choose N to Print No Activity, the report will include terminated agents who owe you money and have no pending sales!

When evaluating the agents who are ending their anniversary period and rolling back on their commission plans, the RE.5.10 Commission Level List is an excellent tool. Do you want to take this evaluation a step further and see how close these agents were to making the next level on their commission plan? Again use Agent Ranking, select the Other Production Type option to pull the agents current commission percent, the commission percent and amount for the next level. Keep in mind the amount to the next level is based on the commission plan. If your commission plans vary (some are based on closed commissions, some on closed gross) you may have to setup the report multiple times for the various earnings basis used by your company. The next column will be determined by your commission plans. If your earnings basis is closed commissions, select commissions using the Active Production Type. If your earnings basis is closed gross, select gross using the Active Production Type. Run the report by office and do not select a column to Rank By, the results will be presented alphabetically by office. Select Anniversary Date rather than Hire Date and limit the report to the Anniversary Period ending this month. There is no need to include terminated agents for this analysis. The report will now quickly identify the agents approaching the next level and show you if they have enough pending value - should it close by the end of the month - to move up to the next level. By selecting the output to file option, the report can be pulled into Excel. Save only those agents approaching their next level who have pending sales. You now have the agents quickly identified that you may want to monitor as possible rollback exceptions!

The Agent Ranking (template) report lends itself to quickly extracting meaningful information. Don’t spend hours running multiple reports and consolidating the results, try the Agent Ranking report to gather specific information values quickly giving you more time to focus on the task at hand!