Automate Tracking Commission
How to Automate Tracking Commission for Annuities and Insurance Products and Integrate It With Redtail

Overview To foster a growth environment and maintain a positively motivated advisor workforce, it is crucial to calculate, track, and disburse advisors’ commissions accurately. Accurate commission tracking provides financial advisors and management with valuable insights into what products or services are generating the most revenue. It helps you make data-driven decisions, and strategically allocate resources. […]

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