Agent Commission Form

Captures the full structure behind an insurance sale - writing agent, upline chain, and split agents - so each party's commission can be calculated accurately.

Use this template

In the Claude connectors directory

Agent Name

Agent Code

Writing Agent's Contract Level (%)

Co-Leader / Referral

Co-Leader Referral Not applicable

Referring Agent Name

First Name

Last Name

Title

Agent Senior Agent District Manager Regional Manager

Branch Location

Insured's Name

First Name

Last Name

Insurance Company

Upline #1 Name

Upline #2 Name

Upline #3 Name

Upline #4 Name

Upline #5 Name

Upline #6 Name

Upline #7 Name

Upline #8 Name

Upline #9 Name

Product Name

Product Type

Term Life Whole Life IUL Annuity

Application Upload File

Max 10 MB per file

Illustration Upload File

Max 10 MB per file

Signed Illustration Upload - IUL

Max 10 MB per file

UNI Disclosure Upload File

Max 10 MB per file

Policy Number

Commission Target ($)

Premium Mode

Monthly Quarterly Semi-Annual Annual

Premium Amount

Lump-Sum Payment?

Yes No

Lump-Sum Amount

Submit Date (Application Date)

Issue Date

Commission Split?

Yes No

How many agents split the commission?

1 2 3 4

1st Split Agent's Name

First Name

Last Name

1st Split Agent's Contract Level

1st Agent Split %

Upline #1 Name

Upline #2 Name

Upline #3 Name

Upline #4 Name

Upline #5 Name

Upline #6 Name

Upline #7 Name

Upline #8 Name

Upline #9 Name

2nd Split Agent's Name

First Name

Last Name

2nd Split Agent's Contract Level

2nd Agent Split %

Upline #1 Name

Upline #2 Name

Upline #3 Name

Upline #4 Name

Upline #5 Name

Upline #6 Name

Upline #7 Name

Upline #8 Name

Upline #9 Name

3rd Split Agent's Name

First Name

Last Name

3rd Split Agent's Contract Level

3rd Agent Split %

Upline #1 Name

Upline #2 Name

Upline #3 Name

Upline #4 Name

Upline #5 Name

Upline #6 Name

Upline #7 Name

Upline #8 Name

Upline #9 Name

4th Split Agent's Name

First Name

Last Name

4th Split Agent's Contract Level

4th Agent Split %

Upline #1 Name

Upline #2 Name

Upline #3 Name

Upline #4 Name

Upline #5 Name

Upline #6 Name

Upline #7 Name

Upline #8 Name

Upline #9 Name

Note

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