E2E Producer Management

E2E PRODUCER MANAGEMENT

Track and manage your sales teams all in one place

Simplify How You Manage Your Agent Details

Keep track of every producer’s status, assignments, teams, and commission rates in one organized system — so you can stay compliant, accurate, and in control.

Status Tracking

Quickly see which agents are active and selling, on leave or temporarily inactive, or no longer with the agency – making audits, reporting, and internal communication seamless.

Commission Program Rates

Define and update commission structures, tiers, and payout rules for each producer and team including historical versions to ensure accuracy over time.

Integrates across E2E Platform

Because Producer Management connects directly to your Incentive Compensation and Book of Business tools, every update flows across our platform – ensuring your agent data is always current and accurate.

E2E PRODUCER MANAGEMENT

Frequently Asked Questions

Where can we access our Producer Management reporting?EndEnd6782025-10-31T20:12:15-04:00

Where can we access our Producer Management reporting?

All producer data is available directly in our client portal, giving your team a single place to view the most current information, including past data with effective dated tracking for changes over time.

How are updates made to the Producer Management dataset?EndEnd6782025-10-31T20:00:22-04:00

How are updates made to the Producer Management dataset?

We can connect with your HR systems if you would like an automated approach. However, most clients send changes directly to our team (for example, when adding new hires or adjusting commission rates) and we’ll handle the updates for you.

What reports are available in the portal?EndEnd6782025-10-31T20:00:28-04:00

What reports are available in the portal?

There are two standard reports. The Employee File is a detailed list of producers, their status, and related profile information. The Rates File is a record of commission rates and programs. Both are simple, easy-to-read reports that reflect the latest approved data.

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