Commissions & Producer Pay
What you owe the people who sell — on a statement that does not change under them.
What installs
This is an add-on, sold at its own price.
| What | |
|---|---|
| This module | Insurance Producer Compensation: compensation plans, payout runs, frozen and versioned statements, draws and holdback, chargebacks and clawback, override chains, the licence check and commission withholding. |
| Sold separately | Insurance Agency Management — the book of business and the commission ledger this module pays producers from. |
| Comes with it | The insurance foundation — the commission calculator, the intermediary licence register and the statutory levy table the withholding is read from. It downloads automatically. |
| Your price | The foundation it installs on is free, and Insurance Agency Management is priced on its own page. |
In this guide
- The plan decides the number before anybody argues about it — Plans And Producers
- An issued statement is a document, not a report — Payout Runs And Statements
- A chargeback is not a special case, and a draw is a loan — Chargebacks And Draws
- The statement a producer argues with — Documents
- Setting up
- Roles and access
- Every feature, at a glance
- Questions
Try it. insuranceagency.mybridgeerp.com — press Log in.
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