Setting up LOA Commission Schedules

If you have LOA agents in your hierarchy, their policies will not calculate Medicare's FMV for commissions. Instead, the system will utilize whatever commission schedule you have set up for them. Here is how to do that.

1. From the Agency Platform navigate the to the "Agents" page

2. Click on an agent from your hierarchy tree

3. When you get to this agents profile page click the "LOA Commission" icon on the left.

4. From here you can set up the schedule.

1. Click the dropdown to the right of the corresponding field and select how this agent gets paid for this company policy.

   1. CMS Rate: Will use the current FMV

   2. Custom : Will use the dollar amount you specify