On-Demand webinar
Presenters: Shelly Werfelmann and Lauren (Roberts) Tippett
Presented on March 19, 2026.
Complete the form to watch the recording.
On-Demand webinar
Presenters: Shelly Werfelmann and Lauren (Roberts) Tippett
Recorded on March 19, 2026.
Complete the form to watch the recording.
Setting up company commission agreements in AMS360 is more than a one-time configuration task. These agreements directly impact how revenue is calculated, how commissions are paid, and how accurate your financial and management reports truly are. When setup is inconsistent or outdated, agencies often experience reporting discrepancies, reconciliation challenges, and confusion around expected revenue.
In this webinar, Shelly Werfelmann and Lauren Tippett walk through how company commission agreements function within AMS360, how they interact with policy transactions, and best practices for structuring agreements to support clean accounting and reliable reporting. You’ll gain clarity on how proper setup improves operational efficiency while reducing downstream financial risk.
Audience: Operations, Accounting, Management, Ownership/Principals.
Why properly configuring company commission agreements in AMS360 is critical to financial accuracy
The different types of commission agreements you can create and when to use each
How company commission agreements directly impact policy transactions and reporting
How to improve user efficiency while strengthening data integrity
Setting up company commission agreements in AMS360 is more than a one-time configuration task. These agreements directly impact how revenue is calculated, how commissions are paid, and how accurate your financial and management reports truly are. When setup is inconsistent or outdated, agencies often experience reporting discrepancies, reconciliation challenges, and confusion around expected revenue.
In this webinar, Shelly Werfelmann and Lauren Tippett walk through how company commission agreements function within AMS360, how they interact with policy transactions, and best practices for structuring agreements to support clean accounting and reliable reporting. You’ll gain clarity on how proper setup improves operational efficiency while reducing downstream financial risk.
Audience: Operations, Accounting, Management, Ownership/Principals.
Why properly configuring company commission agreements in AMS360 is critical to financial accuracy
The different types of commission agreements you can create and when to use each
How company commission agreements directly impact policy transactions and reporting
How to improve user efficiency while strengthening data integrity
Shelly Werfelmann
AMS360 Agency Consultant
Lauren (Roberts) Tippett
Chief Agency Consultant
With more than 30 years’ experience, Kite Technology has earned a reputation for providing high-quality Managed IT and Insurance Consulting Services to insurance agencies across the country. Our aim is to enable the agencies we work with to operate more effectively, prepare for the future, and experience greater business success year after year.
Let's talk!
We would love the opportunity to learn more about your business and how we can help.
Cloud solutions architect
Adam is passionate about consulting with organizations across the country to help them develop and execute a cloud adoption strategy that meets their business needs and future objectives. Adam oversees and manages our company strategy for Microsoft 365 adoption and is responsible for future growth and development inside Microsoft 365 and other cloud technologies.
