If you sell our small business plans, here’s a tool that can help you shine! The small business rewards program dashboard for brokers has everything you need to take full advantage of our broker rewards program.
Some of the dashboard’s helpful features include:
Your rewards program earnings
Your bonus level status
Targets that show you how many new sales you need to reach the next bonus level
New sales and persistency bonus status summaries
Active groups retention counts
Total groups year-to-date, including new and existing groups
A downloadable report
Rewards program eligibility rules and requirements
And if you need support, it’s available via email or phone at 866–760-4080.
To take advantage of all the dashboard has to offer, register today. The process is simple. All you need to get started is a few pieces of information:
Social Security or individual taxpayer identification number
After you’ve entered the required information and we’ve located your broker account, we’ll send you a validation email to complete your registration. Note that you may not be able to access the dashboard directly if your agency is the legal entity receiving commissions rather than you.
There are many good reasons to automating your commissions, especially in times of economic uncertainty.
What are the advantages of setting up direct deposits?
Timing. With direct deposit, you receive your commissions on the 10th of the month, every month. This predictable schedule helps you more accurately plan your finances. Rather than waiting for checks to arrive and clear, you’ll always know when the money reaches your account.
Convenience. Make regular trips to the bank a thing of the past. Direct deposit saves you driving time, traffic stress, potential mail delays and long ATM lines. Besides, what’s easier than automatic?
Security. In case of mishap, learning what went wrong with a direct deposit is as simple as calling or emailing your financial institution. Direct electronic transfers make stolen letters, mail delays and incorrect deliveries a thing of the past.
How to sign up for direct deposit
If you’re interested in direct deposit, it’s simple to set up. Log in to your online account. Then go to the Business Information tab and then the Payment Information tab. Your payments will be sent directly to your account by the 10th business day of the month.
When selling insurance, getting credit for a sale can be the difference between a nice commission and wasted effort. That’s why we’ve made it easier for you to get credit for online enrollments, no matter where or when your client chooses to enroll.
Broker links credit your effort
Your unique broker link connects your clients to our instant quoting and enrollment flow, automatically crediting you for the sale when they enroll online. Share it with your clients on brochures, emails, websites and the rest of your marketing materials. The more places your clients can see that link, the more likely you are to get credit.
Finding your broker link
To find your broker link, log in to your online account and select the Business Information tab. Then, choose the Links section after your business information. If you don’t have your unique broker link or need more guidance, just email email@example.com or call 866–760-4080.
More ways to get credit
On the online enrollment application, tell clients to click “Yes” when asked “Are you working with an insurance agent or broker?” Then have them enter your broker number in the Broker Number field.
When your clients are filling out printed applications, remind them to add your Delta Dental information, including your broker number, in the Agent/Producer Information section.
For additional information about selling, commissions, appointment and more, visit our broker resources page.