Get paid for your hard work!
Savers Marketing knows the agent deserves significant compensation for the services performed, and offers competitive commission levels on all products.
Introducing Forma: Your New Commission Reporting System
Forma is the new commissions platform that you have been waiting for! This new system will help you track any commissions paid directly by Savers Marketing. It gives you additional functionality and makes it much easier to review and analyze your commission data.
Now, you will be able to:
- See all monthly & historical commission details in one location (beginning with June 2020).
- Filter/Search based on Carrier, Product Details, Effective Dates, Customer Name, and more.
- Download commission details into a Spreadsheet (if you want).
- Review month-to-month comparisons in dollars and also in a graphical format.
- Submit commission inquiry requests and be able to track the status of the research/resolution.
Login to Forma at https://login.forma.ai
If you receive commissions paid directly by Savers Marketing and have not received access to Forma, let us know.
Need to Report a Commission Issue on a Policy?
If you are contracted with Savers Marketing and have a commission issue, then we are here to ensure it is resolved with the carrier. If you have an issue with a commission payment made through Forma (commissions paid by Savers Marketing), please use the commission inquiry process within Forma.
To submit a commission inquiry for commissions paid directly by a carrier:
- Complete the form and ‘Submit’ the information.
- The data will be reviewed and sent to the carrier and you will be kept in the loop throughout the process as the issue is researched.