Sign inUnited Risk · Team performance
One place for you to set new business targets with your team, and for them to log what they write — with commission, kickbacks and incentives calculated as the quarter unfolds.
Q3 · New business premium
$412,500
of $500,000 quarterly target
Assign an annual new business target plus a target for each quarter, along with the commission percentage and the bonus you promised for hitting it.
Each team member enters new business as they write it — client, policy type, carrier, premium and effective date — and the quarter fills in automatically.
Written premium rolls up by quarter and by year, commission applies at their rate, and goal bonuses drop in the moment a target is met.