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- Login and Security: Log in to the UV Insurance platform and complete the two-factor authentication process.
- Navigate to Compensation: From the main dashboard, select the “My Compensation” tab.
- Select Profile:
- For Corporations/MGAs: Select the specific advisor or the global entity from the list.
- Independent Advisors: Your name will appear by default.
- Choose Report: Select the “Compensation Report” option.
- Filter by Period: Select the desired year (e.g., 2025) from the dropdown menu and click “Display”.
- Viewing vs. Saving (Crucial Step):
- You can click “View Report” for a quick on-screen preview.
- Recommendation: To obtain the official, detailed PDF document, you must select “Save Report”.
- Retrieve File: The full PDF report will be generated and saved automatically to your computer’s Downloads folder.
