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Commission Template Entry Screen

Marketing > Commission Templates > Commission Template Entry screen

Overview

A commission template specifies the percentage amount that will be paid to the Agent for their services. The Commission Template entry screen will let you create the template as per your requirements. You need to enter the Template Name and tick the Active checkbox to activate the template.

The system will let you create two different types of Commission Templates:

  1. Same for all Programs
  2. Define individually for Each Program

Same for all Programs

 If you want to apply a commission across all programs, choose the options. You can choose from the two different commission types that are explained below:

Fixed Amount for All Programs: By selecting the Fixed Amount for All Programs radio button.  Enter the desired amount in the Commission Amount field. This value will be applied automatically whenever this commission template is selected for an application or agent enrolment.

Fixed Percentage for All Programs: By selecting the Fixed Percentage for All Programs radio button, you can enter a fixed percentage of commission that will be set as the default whenever the respected commission template is selected while creating the application or linking the agent to an enrolment.

Define individually for each Program

To set commission percentage for specific programs, select the define individually for each program radio button. Then a user needs to save the template first before proceeding. Once saved, click the +Program Commission button from where you can choose the specific program for this commission template.

Note: You can either select the Agent commission Type or Program from the dropdown. The system will not allow you to select both fields at the same time for the commission template.