Commissions

Add Commissions to Plan

1. Log on to BenefitPoint as a Broker user.
2. On the top navigation bar click Accounts. A list of all accounts appear.Locate the account you want.
3. From the Action drop-down list select Plans. A list of all plans appear.Locate the plan you want to add the rates to.
4. From the Action drop-down list select Rates.
   Locate the rate you want to add commissions to.
5. From the Action drop-down list select Edit.
   Scroll down to the Commissions section.
6. From the Add Commission By drop-down list select Creating New Commission.
7. From the drop-down select Commission Type.
8. Complete any necessary fields. Required fields are marked with an asterisk *.
9. Click Add to List. This is important or you will lose your work.

You must click Add to List before clicking Save.

10. Click Save.

Copy a Commission from this plan

In BenefitPoint you can copy existing Rates from another configured plan.

1. Log on to BenefitPoint as a Broker user.
2. On the top navigation bar click Accounts. A list of all accounts appear.
   Locate the account you want.
3. From the Action drop-down list select Plans. A list of all plans appear.
   Locate the plan you want to add the rates to.
4. From the Action drop-down list select Rates.
   Locate the rate you want to add commissions to.
5. From the Action drop-down list select Edit.
   Scroll down to the Commissions section.
6. From the Add Commission By drop-down list select Copying from Another Plan.
7. From the Select This or Other Account drop-down list choose This Account.
8. From the next drop-down list select Current or Archived Plans.
9. Then choose the Plan, Rate and Commission.

10. Click Add to List. This is important or you will lose your work.

    You must click Add to List before clicking Save.

11. Click Save.

Copy an Commission from another Account Plan

1. Log on to BenefitPoint as a Broker user.
2. On the top navigation bar click Accounts. A list of all accounts appear.
   Locate the account you want.
3. From the Action drop-down list select Plans. A list of all plans appear.
   Locate the plan you want to add the rates to.
4. From the Action drop-down list select Rates.
   Locate the rate you want to add commissions to.
5. From the Action drop-down list select Edit.
   Scroll down to the Commissions section.
6. From the Add Commission By drop-down list select Copying from Another Plan.
7. From the Select This or Other Account drop-down choose Other Account.
8. From the Select Account drop-down list choose the account you want.
9. From the next drop-down list select Current or Archived Plans.
10. Then choose the Plan, Rate and Commission.

11. Click Add to List. This is important or you will lose your work.

    You must click Add to List before clicking Save.

12. Click Save.

Delete a Commission

1. Log on to BenefitPoint as a Broker user.
2. On the top navigation bar click Accounts. A list of all accounts appear.
   Locate the account you want.
3. From the Action drop-down list select Plans. A list of all plans appear.
   Locate the plan you want.
4. From the Action drop-down list select Rates.
   Locate the rate you want to delete commissions from.
5. From the Action drop-down list select Edit.
   Scroll down to the Commissions section.
6. In the Select column, check mark the commission you want to delete.
7. Click the icon.

Global Changes is a Firm Setting that must be enabled. To enable this setting, Create a Case in My Vertafore. If you have already enabled Global Changes, no further action is required. If you do not have the delete icon in your commissions. You do not have permission to delete a commission. Contact your Broker Admin to be granted the Delete Plan and Product Elements permission.

8. Click Save.