Property Tree: Independent Agency Fee Payout - Tutorial

In this tutorial, we will walk you through the set up and process of paying the Agency outside of the Ownership payout process by transferring collected Agency fees at anytime during the month without having to pay out the ownership first.

Note: Before activating or using the Independent Agency Fee Payout feature, we highly recommend you check to ensure this process is complaint with your state legislation.

At the end of this tutorial, you will be able to:

• Activate the Independent Agency Fee Payout feature if compliant in your state
• Select the Agency Fees Transfer only radio button in the Pay Ownership Wizard to transfer the fees
• Pay the Agency Fees only via Pay Agency