- https://www.onehq.com/icm - https://www.onehq.com/crm - https://www.onehq.com/agent-portal - https://www.onehq.com/case-studies/ideal-producers-group - https://www.onehq.com/contact

What records do I need to keep on commission rule changes?

Keep the old rule set, the new rule set, the effective date, the communication sent to the agent, and any acknowledgment from the agent. This documentation is crucial if disputes arise later. Your ICM should maintain this record automatically. ---

Can I manage commission rule changes for multiple agents at once?

Yes, but be careful. If multiple agents are expanding to the same state, you can set up state-level rules and apply them to all affected agents. Your communication should still be individual and personalized. Agents need to see how the change applies to them specifically, not just receive a general announcement.

What happens if an agent disagrees with their new commission rates?

Open the conversation. If a new state's rates are lower than what they expected, explain the market reality and regulatory environment. If the rates are part of a carrier agreement, show them that context. If they're truly unreasonable, you might negotiate. The key is transparent discussion rather than the agent discovering rates on their commission statement.

Should I grandfather old commission rates for existing policies?

That depends on your agreements with agents and carriers. Some agencies grandfather rates on policies written before the change. Others apply new rates to all future business regardless of when the agent was licensed. Your ICM should support whichever approach you choose, with clear rules about when old and new rates apply.

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