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.
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.
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.
