TABLE OF CONTENTS

How do I Delete a Duplicate Commissions Statement?


Occasionally, you may find that you have two of the same commission statement. Perhaps the carrier sent two by accident, or you manually entered a statement and then received the download from the carrier. Either way, it becomes necessary to remove the duplicate.

 

To Delete a Commission Statement:

  • First, Un-Approve all line items on the duplicate statement. You cannot delete statements with any approved line items.
    • Locate the statement, and click Actions.
    • Select Edit Details.image
    • Check and Un-Check the Approve All box on the left of the statement.
    • Click Back to Commission Statements at top right.image
  • Now, the statement is ready to be deleted.
  • Locate the duplicate statement, and click Actions.
  • Click Delete, and confirm your selection.
    • PLEASE NOTE: Your admin may have set up your account with a No Delete option. If this is the case, contact your agency admin to update your permissions.image

How do I fix a Finalized Statement?


If you find an error on an Approved and Finalized (Closed) Commission Statement, follow these steps:

  • Hover over the Management System icon, under Commissions, select Statements. 
  • Locate the statement. 
    • EZTip: Set the Status filter to Closed. Search by carrier, statement # or download date.
  • On the right- Click Actions, then Reopen, and click the blue Reopen Statement button.
  • At upper left, uncheck the Approve All box.
  • Correct the error(s) on the statement.
  • Re-check the Approve All line items box and Re-Finalize the statement.

"No Policy Found" on Commission Statement


While manually entering a line item to a commission statement, you must match it to an existing policy in EZLynx.  If you're searching for a  policy that you know already exists in EZLynx, but you receive a "No policies found" message, it's because the policy's Billing Type is incorrectly set to Agency Bill.  To fix the issue, you'll need to change the Billing Type to Direct Bill.

To change a policies Billing Type to Direct Bill:

  • Go to the applicant's Overview tab, and locate the policy.
  • At the right, click Actions, and select Edit.
  • Set Billing Type to Direct.
  • Click Save Policy.
  • Return to the line item you're adding to the commission statement and search for the policy again.

Rules or Producer Codes Won't Update?


When Commission rules or producer code overrides are changed, open statements must run through the commission rules again to ensure producers are paid based on the updated rules or producer codes.

  • Hover over the Policy Management icon- Under Commissions, select Statements.
     
  • Locate the Commission Statement, and click Actions in blue to the far right.
  • Select Edit Details.
  • When the Statement opens, check the Approve box to un-approve all line items.
  • Click Update Commissions to re-run the Statement through the commission rule and producer code changes.
    • EZNote: Doing this ensures that Producers are paid commissions based on the updated rules or producer codes.


How to format ERIE Commissions Statement Import File


Most .CSV statements that agencies receive from carriers are able to be imported into EZLynx. Some carriers will send a special formatted statement that will need to be edited a little to be able to be imported into EZLynx.   

 

For Erie commission Imports: 


To successfully import your commission statement, including matching policies and transactions; please follow the below instructions prior to uploading your Erie Commission Statement into EZLynx.


  • Create a new column on the statement and name it: NEW POLICY
    • Place the following formula in the cell that corresponds to NEW POLICY, and copy the formula for each of your commission line items: =CONCATENATE(X2) & LEFT(G2,2) & "-" & MID(G2,3,7)
  • Create a new column and name it: NEW TRANSACTION
    • Place the following formula in the cell that corresponds to NEW TRANSACTION, and copy the formula for each of your commission line items: =IFERROR(IF(SEARCH("*R*",G2,1),"RWL"),IF(SEARCH("*N*",G2,1),"NBS"))
  • Save your updated commission statement as a .CSV format.
  • Upload the commission statement into EZLynx by clicking the green Import button in the top-right corner.
  • Enter the information for the required fields, marked with a red * symbol.
    • Carrier
    • Statement Number
    • Statement Date
    • Commission Amount
  • EZNote: Before Uploading File- Confirm that your Excel spreadsheet column headers match the Required and/or Recommended fields shown within the EZLynx Fields tab. Get rid of all data that is not Required or Recommended, and make sure to delete any totals in a column.
  • When ready, click the blue Upload File button in the bottom-right corner, when done.
  • Select the EZLynx Fields from the drop down to map new columns.
    • Policy Number – Map this to NEW POLICY column.
    • Trans Type Code – Map this to NEW TRANSACTION column.
    • EZNote: EZLynx automatically saves the mapping and remembers it for the next import.
  • Click the blue Review Imported Statement button in the bottom-right corner, when done.