Sales, Commissions & Bonuses

Available on every package. Log a sale on the Sales Reporting page (the "Log a sale" tab) or from the pipeline when you drag a card to Sold. Both open the same form.

• The client: first and last name, plus a phone and email if you have them.
• Multiple policies per sale: each with its product (Auto, Home, Life, Flood, and more), premium, carrier from your agency's list, policy number, and effective date.
• Details: the transaction type (new customer, existing client, or rewrite), the sold date, and service team credit for a teammate who gathered the lead. The sold date is today unless you change it, and the sale counts toward that date's month.
• Records: one row per sale, with the client, the policies, the premium, the agent, the sold date and the status. Filter by agent, product, carrier and sold date, and export to CSV.
• Approvals: the owner and managers can approve or reject a sale, with an optional reason the seller sees. Pending sales count toward commissions and goals; rejected sales never do.
• AMS follow-through: if your agency uses an AMS, logging a sale ends with a prompt to file it there. Save your AMS login link in Settings and one click opens it. Opening it marks the sale as filed, and you can change the mark on the Records tab.

The Compensation area (Basics and The Full Package) turns logged sales into earnings automatically.

• Plans per team member — flat rate, tiered brackets that step up with monthly production, or a growing scale. Measured by premium dollars, policy count, or vehicle count.
• A guided setup wizard — build the scale, stress-test the payout with example scenarios, optionally set a monthly quota, and print a signable commission agreement at the end.
• Personal commission dashboards — each team member sees their month so far: earnings, current rate and tier, quota progress with pace tracking, "+1 / +5 / +10 more policies" projections, an all-time achievements view, and a what-if calculator.
• Right after a sale, the seller sees their month's commission roll up, and a note when their rate steps up.

Only the Agent (owner) creates or changes commission plans. Staff see their own dashboard; the owner can view anyone's.

Bonus campaigns — contests and incentive pushes with eligibility rules, metric-based conditions, and a prize — run alongside commission plans. See the Bonuses & Incentives guide for the full picture.

Who can manage compensation setup? The Agent (owner) role only — commission plans and bonuses are owner-controlled. Managers can edit sale records, but not plans.

Why is a sale missing from a report? Check the filters and date range first, then whether the sale is still pending approval or was rejected.

When do commissions count? Toward the month the sale was sold, so monthly totals line up with production — not with when the math was run.