Broker CRM: Commissions, participants and fees

Learn how to streamline commissions, fees and payouts in Broker CRM with automated, accurate workflows that reduce admin and improve consistency.

Looking to simplify how you manage commissions, fees and payouts in Broker CRM? Watch our on-demand session to see how you can set up automated, accurate and compliant commission workflows — without the admin burden.

In this session, you’ll learn how to:

How to set up fees in the CRM for different scenarios
Making fees payable at the right point in the customer journey
Recording and tracking payments with accuracy
Automatically applying the correct payout rules based on your participant setup