Check the agent's account to see if they have been called on a large sale ticket within the past 7 days. If they have first, check and make sure that the sale amount isn't extremely large before closing the ticket. If it is extremely large see No. 2 below.
The steps to follow differ based on the information received.
- Edit the ticket and attach it to the agent's account.
- Check the agent details to make sure that they are not on the "Do Not Call" list listed on the ticket.
- Congratulate the agent for making a great sale
- "John, I wanted to call and congratulate you on your great SUPPLIER NAME sale. That is a fantastic commission!"
- If the sale amount is a GIANT amount,
- Congratulate the agent and then verify if the amount is indeed correct. "John, it looks like you made a fantastic sale. Wow, it isn't every day you sell a $110,000 trip, congratulations!" Typically the agent will then say they made a mistake entering the sale. If not, verify the sale amount.
- If the commission amount looks incorrect (it should be about 10-20% of the sale amount)
- Congratulate the agent on the sale and verify the commission amount. "John, congratulations on your fantastic sale. The commission amount looks a little (High or Low). I want to make sure the amount is correct in Commission Manager so you get paid the appropriate amount.",
- If the agent did make an error when they submitted the sale,
- Have them remove the incorrect invoice in Commission Manager
- Submit a new invoice with the correct information
- Merge the outgoing call ticket into the Submit a Sale ticket.
- Set the ticket type to Commission: Other and close.