The new broker compensation disclosure requirement adds yet another step brokers need to take to remain in compliance, taking time away from actually helping their clients.
The good news: increased transparency is good for your book of business.
Delivering an annual stewardship report along with a commissions transparency form provides context to your compensation. It’s an opportunity to show the value you provide your clients.
The even better news: Agency Engine helps you build these documents with the push of a button with the Stewardship Report and Commissions Transparency Tool.
Book a meeting to see how you can take this task from hours to minutes.