LeadCenter enables you to configure commission payments in your account and automate the compensation calculation process. It helps you track and record commission payments and enhances transparency and accuracy.

Commissions

You can find the Commissions section in the left navigation sidebar of your screen. Move the cursor on Commissions to reveal its subsections and select as required. The subsections you can access are:

• Commission Payments
• Advisors Commission Plans
• AUM Fees
• Insurance Products Commission

Configure Advisors Commission Plans

1. Move the cursor over Commissions in the left navigation sidebar and click on Advisors Commission Plans.
2. You’ll see a list of Employees Commission Plans.
3. Click on Add New Commission Plan button on the top right side.
4. A modal will open.
5. Fill in the relevant information.
   1. In the Plan Name field, write the name of the plan.
   2. Click on the Select a Date dropdown to open the calendar and choose a starting date for this plan.
6. Click the Save Changes button to proceed or Cancel to go back.

Configure ranges

To configure the ranges for this plan, follow these steps:

1. After saving the changes for the newly created commission plan, click on Edit Ranges to set up employee commission accordingly.
2. You'll be directed to Advisor Commission Plan Ranges.
3. Click on the Add New Commission Plan Range button on the right side.
4. A modal will open.
5. Fill in the relevant information in the following fields:
   1. Start Range: Set up the required start range for this plan. Note: The starting range for each plan's first entry is always zero.
   2. Compensation Rate (%): Enter the percentage for compensation rate.
6. Click the Save Changes button to proceed or Cancel to go back.

Add employees

To add employees to the commission plan, follow these steps:

1. Click on Edit Employees next to the commission plan.
2. You’ll be directed to a list of Commission Plan Employees.
3. Click on the Add Employee button on the right side.
4. A modal will open.
5. Write the name of the employee in the Select Employee field or use the down arrow to see a list of employees.
6. Click Save Changes to proceed or Cancel to go back.

Configure AUM Fees

1. Move the cursor over Commissions in the left navigation sidebar and click on AUM Fees.
2. Click on the Add New Fee button on the top right side.
3. A modal will open.
4. You need to fill in the information in both fields to proceed. Note: While adding AUM Fee, the first start range must always be Zero (0).
5. Click the Save Changes button to proceed or Cancel to go back.

Configure Insurance Products Commissions

1. Move the cursor over Commissions in the left navigation sidebar and click on Insurance Products Commissions.
2. Click on the Add new Insurance Product Commission button on the top right side.
3. You’ll see a form to fill out the relevant data.
4. Once done, click Save to proceed or Cancel to go back.

Configure Commission Payments

To set up commission payments, follow the steps given below:

1. Click on Accounts in the left navigation sidebar.
2. You’ll see a list of client accounts.
3. Click on the three-dot menu in the Actions column next to the account you want to add the commission payment for.
4. Select Commission Payment from the list of options.
5. A modal will open.
6. Fill in the relevant information in the given fields as required. Note: The fields marked with an asterisk are mandatory.
7. Click the Save Changes button to proceed or Cancel to go back.