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UPCOMING webinar

Managing Producer and Broker
Commission Agreements in AMS360

Presenters: Shelly Werfelmann and Lauren Roberts

Thursday, January 29, 2026 | 2 pm ET

 

Learn how to accurately configure and manage Producer and Broker Commission Agreements to ensure consistent, reliable commission processing in AMS360.

Producer and Broker Commission Agreements are a key component of commission processing in AMS360. When they are not configured correctly, agencies can experience commission inconsistencies, reporting issues, and unnecessary manual adjustments.

In this webinar, Kite Technology Group consultants Shelly Werfelmann and Lauren Roberts will walk through how Producer and Broker Commission Agreements work in AMS360 and how to apply them effectively. You will learn how to set up agreements, apply them to policies, and understand how they impact commission calculations.

This session is ideal for agencies looking to improve accuracy, consistency, and confidence in their commission setup.

What We'll Cover:

  • Why having Producer and Broker agreements is important
  • Configuration options for paying your producers and brokers
  • The limitations of Producer and Broker agreement configurations
  • Different types of commission agreements and how to set them up
  • Reports for monitoring Producer and Broker Commissions

Audience: Operations, Accounting, Management, Ownership/Principals. 

Unable to attend the live session? That’s ok! Register anyway to receive the webinar recording after the event.

Register for Webinar

Meet Your Presenters!

Shelly Werfelmann

Shelly Werfelmann
AMS360 Agency Consultant

Lauren Roberts, Chief Agency Consultant

Lauren Roberts
Chief Agency Consultant

About Kite Technology Group

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adam atwell

Adam Atwell

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.