Commission Statement on IMD Portal

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Presentation transcript:

Commission Statement on IMD Portal 15-MAY-2013

Login with your Agent / Broker Code & Password

Click on “Intermediary Services”

Click on “Commission Statement”

Select Option “Commission Payment Details”- To access Commission / Brokerage paid in a Month

Select “Financial Year”

Select “Month”

Click On “Search”

Click on “Export Summary Statement” Agent Login Screen Click on “Export Summary Statement” Click on “Export Details” for Policy Statement

Click on “Export Summary Statement” Broker Login Screen Click on “Export Summary Statement” Click on “Export Details” for Policy Statement

Click on “Cheque/NEFT No.” hyperlink for quick policy statement

Select Option “Monthly Commission Details”- To access Statement of Policies booked in a Month

Select “Financial Year”

Select “Month”

Click on “Search”

Note: Commission / Brokerage Payment Details: Agent / Broker can view and download statement of Commission / Brokerage paid during a particular Month, irrespective of booking month. Statement for particular Cheque / NEFT No. Commission / Brokerage Statement can be download in Excel / PDF format. Monthly Commission Details: Agent / Broker can view and download their Commission / Brokerage Statement of policies booked during a particular month, irrespective of payment Month. Monthly statement can be download in Excel / PDF format. This statement has been made available from Dec 2012 PR month onwards.

Thank You