Article Category: Commission & Fees

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Add a new Introducer

Summary An Introducer is a Commission Recipient, whether they receive any payment from you or not, and their names are...

Cancelling Business

To cancel a Policy, simply change the Policy Status to Cancelled and record the date when it was cancelled. You...

Commission & Fees using FinPlan

The following article is related to processing and reconciling Income (Commission + Fees) within FinPlan. This guide is designed to...

Commission Profiles

This short video will walk you through creating a Commission Profile in FinPlan and explain how a Commission Profile will...

Commission Types in FinPlan

This article is linked to Importing Commission via CSV. Below, you will find a list of all of the commission...
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