How to Set Your Bank Account for EFT Commissions

Reid Tattersall

10/31/2023 · 1 min read

To change where commissions are paid, log into BOSS > Settings > Commissions > and follow the prompts to change your EFT information. The new banking information will be used when generating new carrier appointments. After updating your banking information, you'll receive an email with your list of appointments and the form to update your bank account with each carrier. For existing appointments, please get in touch with each carrier to complete their form. You can also view your existing appointments within BOSS along with contact information for each carrier.

EFT form