Partners and commissions
No partner asks "what am I owed?" any more
Connect calculates commissions from the policies themselves, so month end does not mean sums by hand.
Policy 2041 8837 62
Does this sound familiar?
Commissions eat your days
- You work out commissions in Excel, partner by partner.
- A partner disputes the amount and you go through the policies again.
- You do not know exactly what you owe each one.
- Overrides get lost among the other balances.
In plain words
When a policy belongs to a partner, part of the commission is theirs. Connect calculates it, adds it to their balance and records what you pay.
Month end
At month end you open partner balances and see what you owe each one. You pay, and each gets a receipt.
From policy to receipt
- Set the partner on the policy.
- Their commission is calculated automatically.
- The amount goes to their balance.
- Pay them and print the receipt.
Who it is for
For agencies and networks that work with outside partners.
Everyone's amount, ready
Connect works out what each partner earns from each policy and keeps their balance. You see what you owe and what you paid, without tables by hand.
From a 96,00 commission
Illustrative example
Every amount shows the policies behind it, so the conversation with the partner ends quickly.
The terms that confuse
In any insurance agency software with partners, the same words mean different things. This is how the Connect back office uses them, whether a policy came from a bridge or from multi-quote.
- Commission
- What the insurer gives the agency for a policy.
- Partner commission
- The part of it that belongs to the policy's partner.
- Override
- An extra amount, tracked separately with its own balance.
- Partner balance
- What you owe them today, after what you have already paid.
- Commission differences
- A report showing where a commission does not match, so you see it before they do.
A partner's trust is decided by the amount they see at month end. When the amount comes from the policies and not from a table, no excuse is needed: every line shows where it came from. Partner and commission management is included from Connect Plus upwards, for agencies and networks of every size. Partners know what they are owed and you stop spending days on sums.
What's included
- Automatic calculation
- Each partner's commission comes from the policy itself.
- Overrides
- A separate statement and balance for each partner.
- Partner balances
- What you owe each partner, at any moment.
- Payments with receipts
- Each commission payment prints as a PDF.
- Commission differences
- A report showing where commissions do not match.
- Production by partner
- Policies and renewals due for each one.
How it connects to the rest
Frequently asked questions
Which plan includes it?
Partner and commission management is included from Connect Plus upwards.
Are commissions calculated automatically?
Yes, from the details of each policy.
Can I track overrides?
Yes, with a separate statement and unpaid items.
Can I give a partner a receipt?
Yes, each commission payment produces a PDF.
Can I see what each partner produces?
Yes, from the partner reports.
Can I try it for free?
Yes. The trial lasts 14 days, with no card and no commitment.
Is there anything to install?
No. Everything runs in the cloud, from your browser, with no server at the office.
Do you help me get started?
Yes. Moving your data from your old system and helping your team in the first days are free.
Does support cost extra?
No. Support is included in your subscription.
Can I cancel?
Yes, whenever you like. Cancellation takes effect once the current period is over.
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