See: Insurers Software, under the Toolbox in Zendesk
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Do you have a good practice?
For those who share a commission or pay a fixed amount for a referral, you must maintain a register. (an example will be available on Zendesk-integration GFS-compliance-register)
For many of us, we have not built the habit of fetching our statements every week because we tell ourselves they will always be there, if the AMF asks for them one day.
You have the responsibility to go to the websites of the companies with whom you have a code every week, to fetch your commission statements. You must do it even if you have not received a payment because there may be charges for cancellations.
A prerequisite before a verification request to those responsible for commissions
I invite you to watch the video to this effect in Zendesk- integration video – commission statement.
As for the days when statements are available on the sites, see in Zendesk – GFS integration – compliance – document- register.
As an entrepreneur, it is healthy to track your remuneration.
Just plain common sense!