Managing commissions for insurance and annuity products manually can be time-consuming and error-prone. In this tutorial, we’ll walk you through how to configure insurance and annuities product commissions in LeadCenter.AI, making payout tracking easier, accurate, and fully automated.

Whether you're a financial advisor, agency, or firm offering insurance and annuity solutions, this video will help you streamline your back office and ensure every advisor gets paid correctly and on time.

Looking to automate advisor payouts and streamline compensation tracking? In this video, we’ll show you how to set up advisor commission plans in LeadCenter.AI, so you can manage commissions accurately, transparently, and with ease.

This tutorial is perfect for financial firms, RIAs, and agencies who want to reward their team based on performance while reducing manual effort.

Track and manage AUM fees with ease in LeadCenter.AI. Learn how to configure AUM fee structures, automate calculations, and streamline billing processes.

Ensure accurate tax categorization by managing account tax types in LeadCenter.AI. This video walks you through editing and updating tax classifications for financial accounts.

Learn how to configure AUM production tracking in LeadCenter.AI to automate calculations and gain real-time insights into your firm’s assets under management.