Zero Out Commission on Billing Screens w/Zero Premium

Sara Lieser · August 16, 2011, 03:55:12 PM

Is there a way/utility to zero out commission on all billing screens where the premium is zero?

Andrew Carrick · August 17, 2011, 03:33:26 AM

Not that I know of. As a separate issue, are you sure that's a good idea? We find it useful to have figures in there, certainly for live business but also for lapsed or cancelled so we know how much has gone.

DebAmstutz · August 17, 2011, 09:07:43 AM

How would there be commission showing on zero premium? However, if there is, outside of TAM you can run the recalculate commission utility and if the premium is zero, you'll end up with zero commission.

Andrew Carrick · August 17, 2011, 10:08:27 AM

I've never actually run that one in 7 years of TAM. Is that all it does Deb? May sound like a silly question but can't see why you'd need it - is it connected to Download (which we don't have in the UK)?

Hans Manhave · August 17, 2011, 10:16:05 AM

@Andrew - You should run it some evening and see if anything shows up. It creates a report at the end and then you'll know if you needed it or not. I use it regularly. Even so much that I created a Workspace Macro to do this on schedule.

Andrew Carrick · August 17, 2011, 10:20:39 AM

Thanks, will do. Years ago Steve Booth used to talk about "hazardous processes" in Utilities, which had big effects on data (e.g. Synch Policy Codes). Without committing you, what's the worst that could happen if I run this?

DebAmstutz · August 17, 2011, 10:44:48 AM

Yes, it's something used by agencies who download, and I don't think anything bad will happen, Andrew.

Andrew Carrick · August 17, 2011, 10:47:37 AM

Thanks! Sara, you gonna try it too?

Hans Manhave · August 17, 2011, 10:49:06 AM

The worst that can happen? That you find out that you should use this utility after all and that you wish you had. Or maybe that you have some assignments for some people.

Sara Lieser · August 17, 2011, 03:23:28 PM

I think we may try that.

Our procedure is to reflect the whole policy premium in the 001 billing screen only. And our issue is on policies w/multiple billing screens/apps where, at some point, the commission was entered using $ and the change was pushed out to all sub's billing screens (probably w/ policy dates update) so that all screens show the $ and copy in the commission even though there is no premium entered in that billing screen. A manager needed a particular report that doesn't have an option to use first risk only and this report uncovered the problem.

We also found some policies where the 001 billing screen was corrected to commission type % but the $ and its associated amounts remained in the subs. This could easily happen if the user choses "no" when asked if they want to reflect changes on all billing screens.