Improvements to Commission Due Date | Voters

Improvements to Commission Due Date

Taupe Cod

There are many suppliers, like cruises, tours, and insurance, that don't fit into the current way to manage when commission is due. Not having this correctly reflected is causing challenges for advisors to manage expected (owed) and late commissions.

May 13, 2025

Healthy Goldfish

For one, the default for insurance sales should be a commission due date of the end of the month after the policy is sold. I try to remember to manually fix that, but why not change the current calculation to make it work across the board?

Initial Rook

it would be great to be able to choose travel type on commissions late list

Integrated Bobcat

What is your recommendation?