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Commission Statement on IMD Portal

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Presentation on theme: "Commission Statement on IMD Portal"— Presentation transcript:

1 Commission Statement on IMD Portal
15-MAY-2013

2 Login with your Agent / Broker Code & Password

3 Click on “Intermediary Services”

4 Click on “Commission Statement”

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

6 Select “Financial Year”

7 Select “Month”

8 Click On “Search”

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

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

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

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

13 Select “Financial Year”

14 Select “Month”

15 Click on “Search”

16

17 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.

18 Thank You


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