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UnitedHealthcare Group

Exporting Commissions from UnitedHealthcare Group Step 1: Access Commissions Open the UnitedHealthcare Group platform. When a pop-up appears, select 'No'. Navigate to the 'Commissi

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Exporting Commissions from UnitedHealthcare Group

 

Step 1: Access Commissions

https://trello.com/1/cards/689c00687f3ce75d04895108/attachments/68b9cd79ad997b3bf13fcb82/download/1.jpg
  • Open the UnitedHealthcare Group platform.

  • When a pop-up appears, select 'No'.

  • Navigate to the 'Commissions' section.

 

Step 2: Select Broker

https://trello.com/1/cards/689c00687f3ce75d04895108/attachments/68b9cd987ed45187f52ccc3a/download/2.jpg
  • Click on 'Select Broker'.

  • Check if there are any entries available.

 

Step 3: Change Broker if Necessary

https://trello.com/1/cards/689c00687f3ce75d04895108/attachments/68b9cda2c92933d004c9d8a0/download/3.jpg
  • If no entries are found, click on 'Change Broker'.

  • Select 'Smith' as the new broker.

 

Step 4: Review Available Commissions

https://trello.com/1/cards/689c00687f3ce75d04895108/attachments/68b9cdb2d79af6a6968ce72c/download/4.jpg
  • Check the list of available commissions for the selected broker.

  • Choose the commissions you want to include.

 

Step 5: Export Selected Commissions

https://loom.com/i/46e0fea5237444b98aa190cc6335167a?workflows_screenshot=true
  • Ensure all desired commissions are selected.

  • Click on 'Export' to download the selected commissions.

 

Step 6: Confirmation

https://loom.com/i/ba9457f5f0204853970beffe6fbef03d?workflows_screenshot=true
  • Confirm that the export was successful.

  • End the process.


 

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