Financials

These payments include SFG commissions programs and bonuses. Payments are deposited weekly on Fridays.

You can update your address, phone number, name change, certifications and bank account information by completing the form at the link here: https://form.jotform.com/230864916312052.

Please submit a support ticket in HQ for Finance.

For returned and most pending payments, we can reissue the payment. For paid payments, you will need to reach out to your bank.

Sources of debt include Various services and subscriptions can generate a balance if not paid. If the balance is not paid within 90 days, then incoming payments and bonuses are eligible to be deducted to fulfill the balance.

Any unpaid subscription charges for services or features that have been properly administered are due for payment unless otherwise absolved.

All coaching services and cohorts have a cost associated with them and are either paid through invoices or recurring charges. Any open balances past 90 are eligible for deduction.

Purchases of tickets or cost sharing for special contest trips can be paid through invoices or payment plans. These can be arranged for each agent personally and are subject to each case’s merits.

Reach out to the carrier to discuss payment options.

Reach out to the carrier to confirm where the debt was from.

You are responsible for debt collection.

An agent had debt roll to me. What happens to their commissions moving forward

Most carriers will apply any outstanding commissions payable to the next upline to resolve the debt. Reach out to the specific carrier to understand their process.

You can request an agent be moved to “as earned” commissions from “advanced” using this form: As Earned Request Form (jotform.com).

If you feel there is fraudulent activity or any other suspicious activity, please complete a support ticket with as much detail as possible for an internal investigation.

On the Bonus page in HQ here: https://hq.quility.com/bonus-report

Submitted

They will not count because they now have their own base shop.

Either personal production, base shop production, or Master Agency production.

Promotion requests are only submitted for Team Leader, Key Leader, Agency Owner, Top Producer, and Elite Producer. Agency Director or higher is handled automatically internally.

An agent’s AO will need to fill out the form associated with the level being requested.

The last National Call (Wed) of each month

The Monday before the last National Call (Wed) of each month.

On HQ, go to “My Clients” and then “Placed Policies.” You can export it to see more details like the policy number, etc.

Policies are reported to us from the carriers when they are issued and paid. If a payment for a policy is processed later than it was issued, that will be when it will be reported to us.

Compare what you have to the placed policies on HQ by checking for reversals, wrong APV’s, missing policies, and the previous month’s policies. Then submit a dispute form with anything that needs to be updated.

AOs and above will receive an email from the Business Intelligence department with the timeframe and the dispute form which requires agent name, carrier name, policy number, expected APV and policy issued date.

The form is accessible during the snapshot dispute period. It is unavailable once the dispute period ends.

Once the snapshot has been finalized, we cannot add anything to it but we are happy to review it for the next month.

After the dispute period is over, we will send out an email once everything is finalized and in the system.