Add a production bonus
Published · Last updated
Pay a set amount for each policy, or for every set of policies.
2 minutes · Owner
1
Open the plan, press Edit Plan, then Edit this plan.
2
Press Add Rule and choose Production Bonus.
3
Pick the product lines that count, and Policy Count or $ Premium.
4
Type the threshold and the amount.
5
Under How often it pays, choose Once when they reach the goal or Every time they reach another set.
6
Press Done.
The card is labelled Production Bonus. It starts as a flat amount for each policy: a threshold of 1 with Every time they reach another 1.
How it pays
- Once when they reach the goal pays once, however far past it they go.
- Every time they reach another set pays again for each full step. With 10 policies and $100, the card's example reads "Every 10 policies → $100. Reach 32 → 3 full steps → $300."
- Bonus Resets sets how often the count starts again: Monthly, Weekly, Every 2 weeks or Daily.
- Limit to policy / business types narrows which sales count.
- The pills on the card sum the rule up, such as Counts: Written, Pays: Every 10 and Resets: Monthly. A threshold of 1 reads Pays: Per policy.
Frequently Asked Questions
Do policies past the last complete set carry into next month?
No. The card says so: "The count starts over each calendar month."
Can one bonus pay twice in a month?
A Production Bonus can, through Every time they reach another set or a Bonus Resets choice shorter than Monthly.