Who gets paid
- Agents and brokers
- Agency managers
- Producer teams
FINANCIAL SERVICES VERSION
Insurance
Agent and broker commissions on new business and renewals, paid only when the licence is in place.
Plan parts ready to use
- New business and renewal commission
- Pay held until licensed and appointed
- Clawback on lapse within the window
- Override for managers
On the same record
- Licences and appointments with end dates
- Held pay, released when cleared
- Policy contracts by upload
Editions: Basic, Professional, Enterprise. Financial services versions are commissions only. Compare editions →
WORKED EXAMPLE · FROM A TEST ORG
A first-year premium, held for a missing appointment.
A producer at an insurance test agency earns 40 % of first-year premium. Pay waits until the producer holds the licence and carrier appointment for the state on the policy date.
Two earlier policies, from February and March, stay held: the appointment starts on 1 April and does not cover them.
| Policy, 12 Apr 2026 | $4,800 premium × 40 % | $1,920.00 |
| Licence check | Florida appointment missing on the policy date | −$1,920.00 |
| Released, Q3 | appointment recorded from 1 Apr 2026 | +$1,920.00 |
| Paid | $1,920.00 |
Calculated by RevexOne in a test organisation with invented people and companies.
PLAN TO PAYOUT
Every amount traced from plan to payout.
Each payment links back to the approved plan version, the rule, the sale or activity behind it, the run that calculated it and the people who approved it. Follow one payment →
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