Incentive Program for Client & Relationship Managers

"*" indicates required fields

Client Manager Name*

6-Digit Colleague # from Workday*

Account Lookup Code in EPIC*

Account/Client Name*

Expiring Policy #*

PPE on Expiring Policy*

Expiring Premium BILLED*

Expiring Commission BILLED*

Renewal Policy Effective Date*

PPE On Renewal Policy*

Renewal Premium ESTIMATE*

Renewal Commission ESTIMATED*

25% Bonus Due Calculation*

Use the form to the right to calculate and then enter that # here.

Approving Manager Name*

Renewal Commission ESTIMATED $

Expiring Commission BILLED $

25% Bonus Due Calculation