3. Commission reconciliation - Not Matched Policy

If you have a Not_Matched_Policy exception in your statement - follow the steps below to rectify.

Adviser Cloud puts all your statements together in a straightforward and easily accessible list that allows further management and processing of those statements.

You will be aware of a Non Matching Reconciliation as the item will be shaded in red and the matched column will display 0 out of 3 matched for example.

 

 

 

What to do if a Policy doesn’t appear in the system?

1). check that the policy number exists in the system, if the policy number can not be found then it will be need to be added to the relevant product.

2). If the policy number is on the relevant product then check that it is correct as the most common cause of unmatched policies is due to the policy number being entered incorrectly.

 

Four Steps to Rectify Policy Number if you have a Non-Matching Reconciliation:

Step 1 - Within the People tab

 

 Search for the person’s name using the search box at the top or by performing an advanced search

 

 Once you have found the correct person click the view button next to that person.

 

Step 2 - Under the Product Summary section below the persons details click the blue Open button to select the required product.

 

 

  

Step 3 - On the Product Details page click the ‘Edit’ button within the blue bar found on the far right top of the screen.

 

 

 

Step 4 - Update the policy number in relevant box as shown below.

 Click green Save button on bottom right of the screen

  

Once the Policy Number has been corrected the next step is to reprocess the statement – see how to do that in the article on Reprocessing a statement here: Reprocessing a Statement

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk