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Independent Agency Compensation

Independent Agency Compensation

How to set up and run Compensation
Sarah Husbands avatar
Written by Sarah Husbands. Updated over a week ago

  1. How to set up your comp plan

    1. Go to My Agency > Set Up Comp to get started

    2. For help setting up your plan, please watch this video:

  2. How to run compensation

    1. Go to My Agency > Run Comp

    2. Select the correct production month

    3. Click “Start”

  3. How to view commission

    1. Go to My Agency > View Comp

    2. Click the blue number representing the amount an employee earned to see a breakdown of the calculation

    3. Click the red PDF icon to download an employee’s comp statement

    4. If you need to make a manual adjustment, go to Comp Statement > Manual Adjustment

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