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What's New

Multiple writing Advisors Per Account
Simplify Client Data Collection with LeadCenter’s Secure Financial Questionnaire Reports migration to Google BigQuery Bulk Update Across All Contacts is Now Available! Extra Security to Protect Your LeadCenter Account Rapid Lead Response New Workflow Enhancement: Introducing Delay Step Take Your Event Management to the Next Level Increase Productivity and Save Time with LeadCenter Peek Unlock Your Advisory Firm's Full Automation with Workflows New Subject Lines for Appointment System Email Notifications Click-to-Call and Measuring Scheduler Performance Email Marketing Campaigns Announcement Click-To-Call Solution Announcement Multiple writing Advisors Per Account Integrated Email Marketing with SendGrid Stay Compliant with Automated Client Review Reminders by Email and SMS

What's New

Simplify Client Data Collection with LeadCenter’s Secure Financial Questionnaire Reports migration to Google BigQuery Bulk Update Across All Contacts is Now Available! Extra Security to Protect Your LeadCenter Account Rapid Lead Response New Workflow Enhancement: Introducing Delay Step Take Your Event Management to the Next Level Increase Productivity and Save Time with LeadCenter Peek Unlock Your Advisory Firm's Full Automation with Workflows New Subject Lines for Appointment System Email Notifications Click-to-Call and Measuring Scheduler Performance Email Marketing Campaigns Announcement Click-To-Call Solution Announcement Multiple writing Advisors Per Account Integrated Email Marketing with SendGrid Stay Compliant with Automated Client Review Reminders by Email and SMS

Multiple writing Advisors Per Account

6/26/2024 LeadCenter.AI Features Update

  • You can now add multiple writing advisors per account. Writing financial advisors are the advisors who helped close the business and will earn a commission on this account. You can split the commission between advisors using the Commission Split field. The commission split can be any percentage as long as the total for all the advisors assigned to the account is 100%.

  • Executive, Production, and Commission Reports will not be operational for five business days. We are working on changing the reports to reflect multiple advisors per account.

  • Important: for total commission calculation for an advisor, the split will apply not only to the commission, but also to the account. For example, if the account issued value is $1 Million and an advisor has a 50% commission split. The value of the account for this advisor is $500K.

  • Formula for Calculating Commission

    The formula for calculating commission for each advisor is:

    Issued Amount X Company Fees X Advisor Commission Split X Advisor Commission %

    Please make sure to set the proper value for each of these fields:

    • Company Fees: to set up company fees for AUM accounts, please go to AUM Fees. For Insurance, go to Insurance Commission. For financial planning only, company fees is setup at 100% of the account value.
    • Advisor Commission Plan: Please go to Advisor Commission Plans to set up advisors commission plans.
    • If you don't have company AUM fees or insurance product commissions set up, you can use company commission override feature.
    • If you don't have an advisor commission plan set up, you can use advisor commission override feature.

If you need assistance in setting up this feature, please send an email to support@leadcenter.ai. You can also book a demo at https://bookmytime.ai/steve/30-mins

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.