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Financial Accounts

Insurance Products Settings
AUM Settings Insurance Products Settings Account Tax Types Advisor Commission Plans Managing Financial Accounts Financial Account Transfers Account Writing Advisors

Financial Accounts

AUM Settings Insurance Products Settings Account Tax Types Advisor Commission Plans Managing Financial Accounts Financial Account Transfers Account Writing Advisors

Insurance Products Settings

LeadCenter.AI provides an integrated system to track production, company fees and commissions, and advisor commissions and payments. The system automatically calculates all related commissions.

To track production for insurance products sales review and set up the following:

  1. Insurance wholesale providers: this could be your FMO.
  2. Insurance companies: the carrier.
  3. Insurance products*: the insurance products that you are selling.
  4. Insurance product commissions: the commission your company will earn from selling those products.
  5. If you want to track advisor commissions, please set up advisors' commission plans and add advisors to them.

*Currently, LeadCenter supports only insurance products where the company commission is paid upfront (e.g., annuities). We do not support calculation for residual or ongoing commissions each year after the policy is in force. Support for those kinds of products is planned for late 2024 or early 2025.

Need more help?

If you can’t find the answers you’re looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Ticket Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.