Add Commission Rates on the Provider Portal

Add commission rates to a specific solution:

Step 1: Click on the Rates tab in the left-hand side menu.

Step 2: Click on the Rates button corresponding to the solution for which you would like to view or modify commission rates.

 

Step 3: The default commission included for all solutions is 10%.

Step 4: Edit the text field to the desired commission rate and click on save changes.

Step 5: When an advisor views the solution to generate a quote on the advisor portal, he/she would be able to view the commission rate associated with the solution. Please find below a snapshot of how an advisor would view this commission rate.

For any questions, please reach out to our Support Team on [e-mail]