March 31, 2021
AM Best has upgraded the Financial Strength Rating to A (Excellent) from A- (Excellent) of American Enterprise Group’s six insurance company subsidiaries. These subsidiaries operate under the brands of American Republic®, Medico®, and Great Western Insurance Company (GWIC®). With the upgrade, the outlook of these Credit Ratings has been revised to stable from positive. As an independent, non-government company, AM Best does not recommend products or services but does provide independent opinions of a company’s overall financial strength. For the latest ratings, access www.ambest.com.
Export your personalized commission report in a snap
Great Western Insurance Company (GWIC®) is releasing a new reporting tool that helps you export your Final Expense commissions easily and quickly.
The Final Expense commissions scheduler will be available on the GWIC agent portal on April 9. When you log into the agent portal, visit the Commissions Statement page by clicking on its button on the Dashboard. Select the commissions scheduler to create personalized reporting that will run multiple data extract options on a weekly basis.
Please note: The report will refresh each Sunday night for the previous week’s commission info. Make sure to download or view it every week. When it refreshes, the previous week’s report will be lost.
See below for screenshots and instructions. If you have questions, please call Agent Care at 866-252-5594, option 2, Monday–Friday, from 7:30 a.m. to 4:45 p.m. Central time or email firstname.lastname@example.org.
Steps to export your personalized commission report
Step 1: Visit the agent portal, and select Commissions Statement.
Step 2: Click on the “View” button for the Final Expense Commission scheduler.
Step 3: This section will be where you personalize your report. You will need to select your report type: Commissions or Advance. You will also want to select which version of Export File Type you will want the report to be delivered in CommaSeparated, FixedWith, or TabSeparated.
Step 4: Make your selection from the “Available Fields” and move them to the right by highlighting the field and selecting the right button. Once you have created the report with the fields you want to see, select “Save.”
Step 5: After the job runs weekly, you will see a list of reports you scheduled. You will see a “Download” option now available to view your weekly report.
For more information, contact a Pinnacle Financial Services representative today
1 (800) 772-6881 x6003 | email@example.com