Setting up a schedule of Expected Commission Payments

Setting Up a Schedule for Expected Commission Payments

To set up a schedule for projected or expected commission payments, follow these steps:

1. Edit an Endorsement or Create a New Policy

   • When you're editing an endorsement or creating a new policy, you'll see an option to create a schedule for expected commission payments.

2. Select the Option to Create a Schedule

   • In the policy or endorsement section, locate the "Expected Commission Payments" option. This allows you to outline how and when commissions are anticipated to be paid over time.

3. Customize the Payment Schedule

   • Input details such as payment amounts, frequency, and dates. Customize the schedule to align with the expected flow of commission payments.

For visual guidance, a short video (without audio) demonstrates how to create the schedule step by step.

This feature ensures better tracking and management of commissions, providing clear expectations for future payments.

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