When invoices come through suspense, they need to be verified by the robot to ensure that commissions are correct.

There are two areas that Quandri needs to verify.

1. The Agency commission % (blue box shown below)
2. The Producer/Broker commission % (red box shown below)
   
   

Once configured, enter the data around what would be an acceptable Agency % and Producer / Broker % in the table shown above.

The table can be filled out in different ways. In the example below, the customer is indicating:

• For all New Business (NBS) Auto policies (with lines ARCC, CNAU), the Agency % will be 15%, the Producer/Broker % will be 50%.
  • For anything else with lines ARCC or CNAU, the Agency % will be 15% and the Producer/Broker % will be 0%.
• For all New Business (NBS) Home policies (with lines HOME, MOBH, TENT), the Agency % will be 20%, the Producer/Broker % will be 50%.
  • For anything else with lines HOME, MOBH or TENT, the Agency % will be 20%, the Producer/Broker % will be 0% 
     

The Daily Download capability will simply run through each invoice, verifying the commission percentages and as long as they are correct according to the specified configuration, it will move on to the next.

If the capability comes across an invoice with incorrect commission percentages, it will update the commission percentage in both the invoice in suspense and also on the policy line within the relevant client account.