Build a commission plan

Published October 8, 2026 · Last updated October 16, 2026

Create a plan and set what each product line pays.

5 minutes · Owner

1

Open Settings and choose the Payouts tab.

2

Under Commission Plans, press New Plan.

3

Type a Plan Name and press Create Plan.

4

Press Edit Plan, then Edit this plan.

5

On Base Rate, pick a Rate Type and type a Rate for each product line.

6

Press Done on the card, then Done at the top of the plan.

Each card saves when you press its Done.

The rate types

• % of Premium pays that share of each sale's premium. At 6%, a $1,000 Auto policy earns $60.
• Flat $ / Policy pays the same amount for every policy.
• A line left blank or at 0% earns no base commission.
• Differs by business type adds an exception, such as Auto at 8% except Added business at 4%.

A sale is paid at the most specific rate that fits it.

Next, add bonuses if you pay any, then assign the plan to each person.

Tip. Rather have us build it? Press Request a commission change on the same tab. See Ask us to build or change a plan.

Frequently Asked Questions

Can I delete a plan?

No, and you do not need to. Archive moves it to Archived at the bottom of the list with its rates, rules and history intact, and Restore brings it back. An archived plan that someone is still assigned to still prices their commission.

What are System Plans?

Plans under System Plans carry a lock and cannot be edited. Use one for someone who earns no commission: it calculates $0 while keeping their sales in your reports.