How to Use Split Sales Feature

You can choose to split sales by the percentage of premium, the percentage of the bonus, or split the sales by app count.

PLEASE NOTE: In order for your team members to have the ability to split a sale with another TM, you must enable the "Write Sales for Others" and "Issue Sales for Others" permission settings within their profile. Please review the steps on how to update this HERE.

To Activate Split Sales:

1. Select Agency Setup.
2. Click on Step 3: Bonus & Incentives.
3. Click on How Do You Pay?
4. Scroll down until you see Allow Sale Splitting.
5. Make your selections on how you want to split sales.
6. Click the orange Save icon.

How to Split a Sale:

1. Go to the Sales tab.
2. Enter your sale as you normally would.
3. To split the sale, click YES.
4. To enter the name of Team Member with whom you are splitting the sale, click the orange + symbol and select their name from the drop-down menu.
5. Enter the percentage in which the sale will be split (Example: 50/50).
6. Select Save New Sale once finished.

PLEASE NOTE: In order for your team members to have the ability to split a sale with another TM, you must enable the "Write Sales for Others" and "Issue Sales for Others" permission settings within their profile. Please review the steps on how to update this HERE.

If you have any remaining questions after reviewing our Help Articles, please send an email to [e-mail]. Please be descriptive and include as much info as possible in order to expedite a resolution. You may also visit the Support tab, located at the top of the page, for additional helpful resources!