Payouts & commissions

How a sale becomes a paid commission, from commission plans and sales to the Payouts page and Pay Team, and what each person sees there.

Create a plan in Settings, set base rates by product line, add tiers and bonuses, then assign it to each person with a start date.

What each bonus card in the plan builder is, what you set on it and exactly when it pays, for milestone, streak, team and production bonuses.

Choose when a pay period closes, set the day Agency Edge starts paying your team, and see what locks once Pay Team has run.

Open Pay Team, review what each person is owed, apply chargebacks and confirm the run. Then see what is locked afterwards and how a run is undone.

Read the Earnings Breakdown diagram on the Payouts page, from product lines and bonuses on the left to Total Commission on the right.

Record a chargeback on a cancelled policy, see what comes back and when, and follow pay that carries into a later period.

Enter each person's pay on their Compensation tab, record raises with a date, and read Employee ROI to see what a person costs and brings in.

Ask the Agency Edge team to build or change a commission plan, choose when it starts, and see what happens before anything changes.