Accessing the Commission Dashboard 0:00
- Log into AIG CONNECT.
- Navigate to Contracting and Commissions.
- Click on Commission Dashboard.
Setting Up the Search Parameters 0:31
- Click on Advanced Search and Reporting.
- Select Include Related Agents to include downline data (or select Agent Only for personal business).
- Set the Date Range:
- End Date: Today’s date (e.g., October 18, 2024).
- Start Date: 18 months prior (e.g., April 19, 2023).
Generating the Commission Report 1:34
- Click on Search Statements to populate the statements for the selected period.
- Review the statements to confirm the first available date.
Downloading the Excel Report 2:45
- Instead of clicking View Statements (which generates a PDF), click on Commission Statement Details.
- Hit Generate Report to create an Excel file.
Renaming the Excel File 3:10
- Rename the downloaded file to include AIG Corbridge and the date range (e.g.,
AIG Corbridge 04-19-2023 to 10-18-2024).
Saving and Digesting the Report 4:06
- Save the Excel file on your computer.
- In ComTrack, hit Digest and place the file in the appropriate folder.
Monthly Updates for Commission Reports 5:06
- For subsequent months, repeat the process:
- Set the Start Date to the last date of the previous report.
- Set the End Date to the last day of the current month.
Avoiding Duplicate Data 6:01
- Ensure that the date ranges for each report do not overlap to prevent duplicate entries in ComTrack.
Cautionary Notes
- Always check the date ranges to avoid overlapping data.
- Be cautious with sensitive information in the reports, such as Social Security numbers.
Tips for Efficiency
- Use consistent naming conventions for files to easily identify date ranges.
- Regularly update your reports to maintain accurate records.