Agent Paid Statements

After reconciling your commission statements and paying your agents, HawkSoft enables you to create Agent Paid Statements. These statements provide the total commissions that have been paid out for each agent within a specific date range. The statements are further broken down by carrier, providing you with details about which carriers your agents are receiving more or less commissions from.

After creating the Agent Paid Statements, you can export them as a batch of CSV files, which can be emailed and opened in Excel or similar spreadsheet software. You can also create PDFs of agent paid statements to print or share..

This article explains how to create Agent Paid Statements, export agent paid statements to CSV files, and print individual agent paid statements to either your printer or a PDF file.

Before you begin

Commissions must be paid out to agents before statements can be generated. See Agent Commission Payout for more information.

To create Agent Paid Statements

1. Open the HawkSoft Commissions & Reporting window.

   From HawkSoft Desktop, click Commissions > Commission Processing & Reporting from the main HawkSoft menu bar.

   OR

   From the HawkSoft Web app, click the Commissions icon in the left column of the HawkSoft web start page.

2. Select Agent Paid Statements > Create Statements.

   The Agent Paid Statements tab launches with the Create Agent Paid Statements dialog open.

3. Select a Date Option from the drop-down menu.

   • Reporting Date

   • Agent Paid Date

4. Use the Select Range drop-down for a set date range, or enter the Start Date and End Date for the agent paid statement.

   HawkSoft will find paid transactions within the selected date range based on the selected Date option.

5. Click Get Agent Paid Statements.

   The dialog closes and the Agent Paid Statements list is populated.

   This screen lists each agent who has paid transactions within the selected date range. The agent's name and initials, total commission paid for the period, total number of commission transactions for the period, and CSV download status.

   You can export the list of transactions you are viewing by clicking the  Export to CSV button at the top right. CSV files can be opened with Microsoft Excel or similar applications.
   
   The filename of the exported file can be changed before saving. If you would like to include the total row in the exported CSV, check the box for Add total row. Some agencies may want to leave total rows out to more easily perform calculations on exported data in Excel.

6. Optional: Click on an agent in the statements list to drill-down further and view all of the transaction details of their statement.

   To drill-down into a statement

   Once you select an agent from the statements list, the drilled-down statement opens and displays all of the agent's paid transaction details within the selected date range.

   In the statement details, you can view the carrier, client name and policy information, commissionable premium, agency commission paid, the agent's commission total, agent paid date, and Agent 1/2/3 names and commission amounts.

   To return to the Agent Paid Statements list, click on the "Reporting Date between..." link above the transaction list, or click on the Agent Paid Statements tab.

7. Use the checkboxes to select which agent statements to generate. To select all agents, check the box in the header row at the top of the list.

8. Download and/or print the statements.

   After downloading the data, you can share the CSV file directly with your agents, or print the statements to paper or PDF for easy distribution.

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