A deal represents the relationship between a broker and their commission. An employer deal indicates how much the practice is going to pay the broker per employee membership.
There are two ways to create an employer deal - from the employer or from the broker.
Follow these steps to create an employer deal starting with the employer. Typically this method is used when the employer account is first created:
Navigate to the ‘Employers/Sponsors’ section
Click an employer to add commission information
Navigate to the employer’s ‘Account & Pricing’ tab
Scroll to ‘Commissioned Deals’ section
Click ‘+ Add Broker Deal’
Select Broker name. If you do not see a broker’s name, go to ‘Setting up your Broker Accounts’ (LINK)
Choose rate from existing rates or create a new commission rate
Select when you want to start tracking the deal
Click ‘Add’
Repeat for the remaining brokers/employers
Follow these steps to create an employer deal starting with the broker. Use this method if most of your employers are associated with a single broker:
Navigate to ‘Commissions’ in the main menu bar
Click into the broker account
View the 'Deals' tab
Click '+ Create Deal' and enter the deal details
Repeat this for every employer deal this broker account tracks
