Accessing and Understanding Your Commission Information

Openly’s commission data is primarily distributed monthly via the IVANS Direct Bill Commission Statement (DBCS). Depending on your agency setup, you can track your commission tiers, receive automated statements in your management system, or get updates via email.
 

Where to Find Your Commission Information

To easily find what you need, determine whether you are looking for your overarching commission structure (Portal) or your monthly statement data (AMS/Email).

 

In the Openly Agent Portal (Commission Tiers Only)

To view your agency's current commission tier and rate structure:

  1. Log in to the Openly Agent Portal.
  2. Click on your profile picture/name in the upper-right corner to open the Settings area. 

     

  3. Navigate to your Agency Details to view your active commission tier. 

 

 

In Your Agency Management System (Monthly Statements)

Detailed monthly commission statements are delivered directly to your Agency Management System (AMS) via IVANS.

  • Setup: You must configure IVANS within your specific AMS to receive these automated downloads. Follow these steps.
  • Support: For help setting up this integration, please contact your specific Agency Management System's Support Desk.

 

Via Email (Monthly Reports)

If you do not use an AMS or do not have IVANS configured, your monthly statements are automatically emailed to your agency by the Openly Commissions Team.

 

Understanding IVANS Transaction Codes

When reviewing your monthly IVANS Commission report, you will encounter standard transaction codes. Use this reference table to decode your statement:

Transaction Code Description
NBS New Business
PCH Policy Change / Endorsement
XLC Cancellation
REI Reinstatement
RWL Renewal
REW Rewrite
ADJ Adjustment


Tax Documents & Commission Support

Requesting 1099 Forms or Discrepancy Support

For questions regarding specific commission payouts, historical data, or to request your agency's 1099 tax form, contact our dedicated team directly at commissions@openly.com

When emailing the Commissions Team, you must include your Agency Short ID in the subject line or body of the email to ensure prompt service.

 

For further assistance, contact us via our webform or Live Chat.

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