Commission Plans

Companies with multiple commission plans with multiple tiers may want to create a template with all options offered by the company. In the system, agents do not have their own incentive levels they only have their commission plan. A change to the incentive levels affects on all agents going forward. If an agent needs to have a different incentive level than the plan is being changed to, then the agent needs to be assigned to a different (possibly new) commission plan.

Navigate to Agents > Setup > Commission Plans

Select Add

Provide a Commission Plan Name and select the Commission Basis from the drop-down menu

Enter the incentive level bounds as per your company’s specifications; select + or x to add or remove levels:

Select Save

 

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