Hi folks! Need some help here, was wondering if anyone is able to advise on this or point me to any solution. Thanks in advance!
I’m a Insurance Agent, I distribute many products, all with different commission rate, depending on the product type and the premium payment duration.
For example product A pays a commission of 90% of premium amount if the premium payment term is between 20-25 years, pays 70% of premium amount if premium payment term is between 15-19 years.
Product B, C, D will have their own commission rates.
I’m wondering if there is a way to auto populate the deal value if I define the product type, premium amount and premium payment duration?