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Scheduled Carrier Table

Overview

Scheduled tables are used for fixed-dollar commission payouts. These tables must have a row count that matches the number of payments expected per term.


📈 Configuration Example

  • Monthly Payout: 12 rows at $10.00 each.
  • Renewal Logic: You can define different amounts for year 1, year 2, etc., by adding Term columns.
  • End Dates: Setting a later term (e.g., Term 99) to $0.00 will effectively end commission tracking at that milestone.

Scheduled Table Example


💡 Best Practices

  • ✅ Row Alignment: Always ensure the number of rows in your table is equal to or greater than the payments per term on the policy.
  • ✅ Fixed Fees: Use this for any carrier that pays "per head" or "per policy" rather than a percentage of premium.

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