Setting an Agent's Commission

From SchemeServe Help
Revision as of 07:17, 1 February 2017 by Johnp (talk | contribs)
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to: navigation, search

Setting commissions for an Agent in SchemeServe is simple. They are set on a per Scheme basis and are completely definable by the Administrator.

Setting Commission

  1. Log in to SchemeServe
  2. Click on the Agents Tab
  3. Find the Agent
  4. Click on the Agent's Link to view their profile
  5. Click on the Edit this Agent Link
  6. Click on the Commissions Tab
  7. Click on the drop down Menu to choose the Scheme
  8. Click on the drop down Menu to choose the Insurer
  9. Type the Main and EL commission percentages in the boxes provided
  10. Type the Loads/Fees in the box provided
  11. Click on the Save Changes Button OR Click the Cancel Link to exit without changing the commission structure

Video Tutorial

See Also:

Searching for existing Agents

Jumping straight to a specific Agent

Editing Agent account details

Importing Agent Details from External Sources

Exporting Agent Details for External Use

Deleting an Agent Permanently

Resend Welcome Emails to Agents

Adding a Note on an Agent

Assigning a Scheme to an Agent

Adding a Custom Agreement to an Agent Record

Paying Commissions to Multiple Parties

Creating White Label Agent Websites

Disabling an Agent's Account

Enabling an Agent's Account

Editing Agent User Accounts