Public guideSales & Revenue
Bonuses & Incentives
Run sales contests and incentive campaigns with metric-based conditions, payout formats, and prizes.
OfficeHubb's bonus system lets agency owners run incentive campaigns — sales contests, monthly goals, review-request pushes — with progress rules and prizes, right next to commissions in the Compensation area.
How bonuses work
A bonus is a campaign, not a one-off payment. The owner sets up:
- A name and description — "March Madness — most premium wins," "5 Google reviews this month," etc.
- A time window — start and end dates.
- Who's eligible — the whole office, specific roles, or hand-picked people.
- Conditions — built from real metrics: premium written, policy or product counts, Google review requests sent, forms recorded, or a custom rule you describe yourself. Conditions can be filtered by product or carrier and combined with and/or logic.
- Payout format — Open (everyone who qualifies wins), Race (first to the target wins), or Top Performer (highest result wins).
- The reward — described in your own words: a dollar amount, a gift card, a day off, dinner on the agency.
Who can do what
- The Agent (owner) creates, completes, and cancels bonuses.
- Everyone in the agency can see active and past bonuses — a contest nobody can see isn't much of a contest.
Where bonuses live
Bonuses have their own tab in Compensation (Growth plan and up), alongside commission plans. Each bonus shows its status, time window, payout format, eligibility, reward, and days remaining.
Use cases
- Monthly production contest — top premium writer takes the prize.
- Focus pushes — extra reward for flood policies this quarter, or cross-sells on existing clients.
- Culture goals — most Google review requests sent, most intake forms completed.
Tips
- Put the prize in the reward description exactly as you'd say it out loud — that's what the team sees.
- Pair a bonus with the dashboard leaderboards so progress is visible all month.