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.
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.
For licensed insurance agents and financial professionals, by completing this contact form you are consenting to be contacted by a member of the Savers Marketing who can answer your questions about partnering with Savers Marketing.
For individuals interested in learning about Medicare options, by completing the contact form above or calling the number listed above, you will be directed to a Savers Health licensed sales agent who can answer your questions and provide information about Medicare options, such as Medicare Advantage, Prescription Drug (Part D), and Medicare Supplement insurance plans. This is a solicitation for insurance. The communications consented to above include marketing of insurance products. Licensed insurance agents are not connected with or endorsed by the U.S. government or the federal Medicare program. Submitting this form does NOT affect your current enrollment, nor will it enroll you in a Medicare Advantage Plan, Prescription Drug Plan, or other Medicare plan. A Medicare Advantage Plan is a health insurance plan provided through a private insurer and delivers Medicare Part A and Part B benefits. A Part D Drug Plan is a prescription drug insurance plan provided through a private insurer and delivers Medicare Part D benefits.
This is a solicitation for insurance and I understand by providing my phone number and information and clicking Submit, I am giving permission to receive communications by telephone, by email, or by text message from Savers Marketing at the telephone number above (even if my number is currently listed on any state, federal, local, or corporate Do Not Call list) including my wireless number if provided. Carrier message and data rates may apply. I understand that my consent is not required as a condition of purchasing any goods or services and that I may revoke my consent at any time. I also understand I may be contacted by a properly licensed insurance agent who can answer my questions and provide information about fixed annuity, life insurance products and services. The licensed insurance agents who might contact me are not connected with or endorsed by any government agency or program. The communications consented to above include marketing of insurance products. I also acknowledge that I have read and agree to the Privacy Policy and Terms & Conditions. If you do not want to share your information, please click on Do Not Sell Or Share My Information for more details.