Introducers

LogiPlan enables you to add Introducers and set their commission rates.

Add Introducers

Click Admin > Introducers. The Introducers window displays.

Add Introducers

Click New. The New Introducer window displays.

Enter a Company.

Note: This field is mandatory.

Enter the Commission Percentage or Commission Amount.

If you have negotiated that the Introducer’s rate overrides the rate associated with a plan type, select the plan type from the Override Plan Commission Rate drop down list.

Click OK to save the Introducer and commission rate.

0 Comments

Add your comment

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.