Telus TPM Documentation

This is an old revision of the document!

Broker Commissions Process

Within GoSimple, the client has the ability to build and maintain their Broker Commission contracts. Plus, on a timed basis such as monthly, the GoSimple system can produce backup per Broker Commission contract showing what is owed to the broker that month. There are 5 steps to maintain this whole process:

1. Administer the Broker to Distributor Relationship
2. Build Contracts
3. Send Sales Data
4. Run monthly Commission Process & Approve
5. Send backup and check to Broker

Step 1: Build Broker/Distributor Relationships

There are three ways to build the broker/distributor relationship:

1. Via visibility feed or Admin tool. Here you’d tell GoSimple what brokers you use and what distributors each of those brokers are responsible for
2. Using Broker/Distributor Assignment, track what broker owns each distributor and ability to track start/end dates. There is a data feed to auto manage this, or the Admin tool to manually manage. See broker_distributor_assignment for more information.
3. Tell us directly in the sales feed on each line. This is preferred.

Brokers themselves come in via the Company feed or the client enters them manually via the Admin tool.

Step 2: Build a contract with a broker

Here you’d pick what broker you’re setting up, what timeframe it’s for, what products/product categories are eligible, what $ or % rate you’re offering the broker.