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Advisors Insurance Production Commission & Fees Report
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Reports

Introduction to Reports How Reports are Organized Filtering Reports Exporting Data from Reports Appointments Performance Reports 1st Appointments with New Prospects Report All Appointments with New Prospects (1st, 2nd, 3rd, 4th appt) Report Executive Reports Production Tracking Reports Events Reports Productivity Report Sales Pipeline Report Annual Marketing ROI Report Clients with Review Reminders Report External Calendars Report Scheduler Performance – Appointments by Creation Date & Creator Report Advisor Commission & Fees Payments Report Advisors Insurance Production Commission & Fees Report Comprehensive Fees & Commission Report Estimated Company Fees & Commission Report Clients With No Review Meeting in the Past 12 Months Report Clients With No Review Meeting Scheduled for Future Report Financial Questionnaire Report Event Attendees Report Event Expenditure Report Event Performance Report Events Report Issued Production Report Pending, Forecasted, & Issued Production Report Email Marketing Report Client Birthday List Report Form Submissions Report Marketing Expenses Report Outbound Calls Report Engagements (Appts, Email, Calls, SMS, and Tasks) Report Closed Won Pipeline Report Client Termination Report Additional Pipelines Report Single Advisor Report Insurance Account Renewal Date Report

Advisors Insurance Production Commission & Fees Report

The Advisors Insurance Production Commission & Fees report is a compliance report for reviewing insurance production, company fees and commission, and estimated advisor commission information.

This report shows accounts with a status of Issued. Accounts with Pending or Cancelled status are filtered out.

Open the Report

  1. In LeadCenter.AI, select Reports in the left sidebar.
  2. Open Compliance Reports.
  3. Select Advisors Insurance Production Commission & Fees .

This report updates every 15 minutes, so the latest data may not appear immediately.

Set the Reporting Period

Use the date-range control to choose the reporting period. The summary values, charts, and tables update based on the selected date range and filters.

Filter the Report

Use the filters at the top of the report to narrow the insurance production and commission information shown throughout the page.

Available filters include:

  • Insurance Product Type
  • Product
  • Client Name
  • Advisor Name
  • Received in Bank Amount

Select Reset Filters to clear the selected filters and return the report to its default view.

Review Summary Cards

The summary cards provide a high-level view of issued production and related commission information for the selected date range and filters.

  • Amount Issued: The issued amount shown for the selected report view.
  • Paid to Bank Amount: The received-in-bank amount shown for the selected report view.
  • Company Fees & Commission: Company fees and commission information shown for the selected report view.
  • Advisor Commission Amount: Advisor commission amount information shown for the selected report view.

Review Charts and Report Sections

The report includes charts and sections for reviewing issued production and commission information from several views.

Section What it shows
% Amount Issued by Type Amount issued grouped by account type.
% Fees & Commission Amount by Advisor Advisor commission amount grouped by advisor.
Amount Issued - Timeline Amount issued over the selected period.
Fees & Commission Amount by Advisor Advisor commission amounts compared by advisor.
Advisor Fees & Base Commission Advisor base commission information.

Review the Estimated Commission List

The Estimated Commission List provides record-level detail for issued insurance accounts included in the selected report view.

The list includes:

  • Contract Number
  • Issued Date
  • Account Type
  • Product
  • Insurance Product Type
  • Client Name
  • Amount Issued
  • Advisor Name
  • Company Fees / Commission Percentage
  • Company Estimated Fees / Commission ($)
  • Received in Bank ($)
  • Advisor Base Commission (%)
  • Advisor Estimated Commission ($)

Review Summary Tables

The report also includes summary tables that group issued production and commission information by advisor and insurance product type.

Summary table Fields included
Advisor summary Advisor Name, Amount Issued, and Company Fees / Commission % (Paid to bank / Amount Issued).
Advisor and insurance product type summary Advisor Name, Insurance Product Type, Amount Issued, and Company Fees / Commission % (Paid to bank / Amount Issued).

Download the Report

Select Download (PDF) to download the current report view as a PDF.

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