Insurance Commission Reconcile

Project Description

Insurance Commission Reconcile – Project Summary

This project for a US insurance agency involved complete management of producer commissions starting from setting the producer commission percentage or amount on policy level or system level, commission configuration at producer team (sub-producers) level, downloads of commission statements (monthly AL3 files) from IVANS, parsing the AL3 files and update commission payments per policy by insurance carrier back into AMS and auto calculation and setting of producer and sub-producer commission according to configuration.

Technical Components

Salesforce apex, Visualforce pages, Workflow rules, Triggers, Custom Objects

Insurance Commission Reconcile

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