Define your hierarchy in Commissions → Hierarchy and set the override percentage or spread at each level. When statements post, overrides calculate automatically for every level above the writing agent and appear on each producer's payout statement.
Setting up the hierarchy
Build the tree of agencies, managers, and producers.
Set override basis: flat percentage, spread over the writing level, or per-carrier schedule.
Add effective dates so historical periods keep their old rates.
Payout statements
Each producer gets an itemized statement showing personal production, override earnings, chargebacks, and net payable for the period.
Can override rates differ by carrier?
Yes. Rates can be set per carrier and per product, and a default applies where no specific rate exists.