How To Video: Carriers, Products, Commissions & Renewals

Quick Reference:
Settings>
Carriers> Add Carriers
Settings>
Products, Commissions & Renewals> Add Products
(there are helpful hints about commission structures to the right of the Add Product page) Go to Client> Information tab> Add Coverage type, Carrier, Product, Policy number, Premium, etc. Save update. Add Effective & Renewal Dates. To add Additional Products, go to the Additional Products tab and add there.

Note that when you're creating a product, you are setting it at the product level and after doing so, you'll have the opportunity to enter Agent and/or downline specific commission structures for that product. Then when you go to the Client and assign them their product, you can enter in the specific premium, override the commission structure, add bonuses to it and set the effective/renewal dates.

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