My Bonus Isn't Calculating Properly (TM)

There may be times when you suspect that a bonus isn't calculating properly. Perhaps no bonus is showing at all, or the bonus amount displayed doesn't seem quite right. Whatever the issue, we're here to help! If you have a bonus calculation concern, please complete the steps below for the quickest resolution:

1. From the Bonus Tab, you will see a red box that says "Bonus Issue?" in the upper right corner.
2. Click on the red "Bonus Issue?" box and select Start.
3. Enter ALL of the information requested in each field, including:
   
   • TM name
   • Month in question
   • Product (Auto, Fire, Life, Health, Activity Bonus, Kicker Bonus, or something else)
   • Any info that will help us better understand how the system should calculate the items in question
4. Once submitted, our support team will begin working on your ticket and contact you once everything is resolved or if we have additional questions. 

NOTE: You can also access this form by clicking on the Support tab (located at the top of the page) and selecting the option for Bonus Issue and following the same steps listed above.

Examples:

Incorrect: Calling to discuss a bonus calculation concern.

Correct: Submitting a bonus calculation request via the steps provided above.

Incorrect: Sending an email that says"Can someone call me to go over my bonus plan? It's not calculating."

Correct: Submitting a bonus issue request or email that includes all necessary information to research and find a resolution. For example: "The February bonuses are calculating incorrectly for my team. John and Sara both qualify for Tier 2, which is 4% on P&C, but the bonus is showing zero. They require 3 FS issued to tier up and they both have 4 FS each. I am attaching my most recent bonus plan to this communication."

Our support team will then review your current bonus plans, settings, validations, and sales to determine the root cause of the issue. We will promptly respond to your ticket with a resolution, or additional questions, if needed. Again, please be as thorough as possible in your ticket to avoid delays in a resolution.

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!