Tracking Commissions

For our partners, understanding and monitoring earnings is paramount. White Swan offers two ways to track commissions to ensure you're always in the loop:

1. Accessing the commission tracking dashboard: Once earnings have been activated for an account, admins can easily track them via the 'Commissions' page. This page is located in the top right menu for quick access. See capabilities for this dashboard below.

2. Using our Commissions API: Our API has webhooks (Commission Line Item Events & New Payout Events) as well as polling endpoints (Commission Line Item(s) & Payout(s)) which let you keep track of commissions programatically.

Our commission tracking dashboard offers the following functionalities:

• Filtering commissions by downline agency, agent, and time period.

• Showing a commission overview including total received, paid out, still due, and net earnings.

• Recording payouts that you make to your agents or downline agencies.

• Setting up payout rules to help you track money owed to agents or downline agencies.

• Seeing a breakdown of owed payouts to your agents and downline agencies.

• Seeing a list of all commission line items related to your agents or downline's cases.

• Seeing a list of all received payouts which have been paid to you or your company.

• Seeing a list of all downline payouts which have been recorded by you in the platform.

Understanding Commission Line Items versus Payouts. Commission line items are incurred as clients pay premium on policies you've written or referred. One or several commission line items make up a payout. Payouts can be both received by you as well as recorded by you when you pay money out to your downline agencies or agents.

By providing a clear and detailed earnings tracking system, White Swan ensures partners have all the information they need to manage and optimize their revenue streams effectively.