Add a production bonus
Updated
Pay a set amount for each policy, or for every set of policies.
2 minutes · Owner
1
Open the plan, press Edit Plan, then Edit this plan.
2
Press Add Rule and choose Per-Policy Bonus.
3
Pick the product lines that count, and Policy Count or $ Written Premium.
4
Type the threshold and the amount.
5
Under Recurrence, choose Once per period or Every time threshold is met.
6
Press Done.
Once added, the card is labelled Production Bonus. It starts as a flat amount for each policy: a threshold of 1 with Every time threshold is met.
How it pays
- Once per period pays once if the threshold is crossed, no matter how far past it they go.
- Every time threshold is met pays once for each complete set. With a threshold of 10 policies and $100, the card's own example reads "Write 23 policies → 2 completions × $100 = $200".
- Bonus Resets sets how often the count starts again: Monthly, Weekly, Bi-weekly or Daily.
- Limit to policy / business types narrows which sales count.
Frequently Asked Questions
Do policies past the last complete set carry into next month?
No. The card says so: "All production bonuses reset at the start of each month."
Can one bonus pay twice in a month?
A Production Bonus can, through Every time threshold is met or a Bonus Resets choice shorter than Monthly.