Commissions Help
Meet Forma - Your Commission Reporting System
Wouldn’t it be nice if there was an easier way to track your commissions? There is, thanks to Forma! This reporting system helps agents track any commissions paid directly by Savers Marketing, providing additional functionality and monitoring access. Now, it’s easy to review and analyze your commission data while tracking your commission’s history at Savers. With our Forma reporting system by your side, you can match and surpass your personal goals with ease.
With Forma, you have all the data
- Agents can see all monthly & historical commission details in one location.
- Filter/Search information based on Carrier, Product Details, Effective Dates, Customer Name, and more.
- Agents can download commission details into one easy-to-navigate spreadsheet.
- Review month-to-month comparisons in dollars and also in a graphical format.
- It gives agents the ability to review previous earnings and make new personal commission goals.
- Submit commission inquiry requests and be able to track the status of the research/resolution.
- Our team will respond to your inquiries promptly.
Are you ready to access your Forma account?
To get started, simply log in to Forma at https://login.forma.ai.
If you receive commissions paid directly by Savers Marketing and have not received access to Forma, please contact us for complete access. Whether you sell life insurance products like long-term life insurance or basic healthcare packages like vision and dental, our commission reporting system is here to help.
Need to Report a Commission Issue?
If you are contracted with Savers Marketing and have a commission issue, our job is to resolve it with the carrier so you can be compensated accordingly. If you have a problem with a commission payment made through Forma (commissions paid by Savers Marketing), please use the commission inquiry process within Forma.
To submit a commission inquiry for commissions paid directly by a carrier:
- Complete the form below and ‘Submit’ the information.
- The data will be reviewed and sent to the carrier. We will keep you informed throughout the process as the issue is researched.
Please provide complete information by answering the questions below, so that we can resolve the commission issue quickly.