The Challenge: Manual Processes, Frustrated Advisors
As Forthright added products and agents, their previous system became unmanageable. Agents lacked visibility into how commissions were calculated, and the UI was confusing.
“One of the things that I love about QuotaPath is that the UI itself is very user-friendly,” said Charles. “ Even with other software like Spiff or Salesforce-native tools, it was hard for agents to understand their payouts. But with QuotaPath, they can just pick it up.”
With no dedicated RevOps team, Charles and one other admin were spending hours managing payouts while answering constant rep questions about payment status and breakdowns.
The Switch: Configurable, Google Sheets-Friendly, and Fast Support
Charles evaluated multiple platforms, including Spiff, but chose QuotaPath for its flexibility and responsiveness.
“QuotaPath not only had the best customizable options for us, but also, at the same time, we felt that we could cater the software to our advisor payouts,” Charles said.
Support and implementation also stood out immediately.
“Each time I use a chat bubble, I get a response back within 30 minutes. Any formula issues are always fixed same day. That’s helpful,” said Charles.
Results: 50% Less Admin, $2K in Monthly Savings, and 20% Growth
Since switching to QuotaPath, Forthright has cut its commissions admin time in half, freeing up team members to focus on more strategic work.
“We’ve been able to cut our commissions manager’s hours in half. That’s produced labor savings of close to $2,000 a month,” added Charles.
What’s more, rep motivation surged…and so did results.
“Since we’ve started QuotaPath, we’ve had about a 20% increase in total asset inflows. I think a lot of that is due to the motivation advisors get from seeing their projected commissions,” Charles said.
Motivation Through Visibility and Forecasting
With QuotaPath, Forthright’s advisors have daily access to their commission breakdown and forecasts, leading to stronger morale and performance.
“It’s a great sales tool. Agents log in and forecast, saying, ‘If I close all this, I’ll make $30,000 this month.’ Now they can see exactly how everything’s calculated. There’s more trust and better morale,” said Charles.
Implementation: Three Weeks to Live, Real-Time Support
While Charles expected the setup to be fast, configuring hundreds of products and formulas took a bit longer. But QuotaPath’s team supported him every step of the way and Forthright was up and running in three weeks..
“I had some emergencies where I emailed Tyler with ‘urgent’ in the subject. He got back to me within an hour every time. He really came through when we needed him,” Charles said.
The Recommendation:
“QuotaPath has removed that element of anxiety from a lot of our advisors. Having a system where someone can see the breakdown, the formula, the product, and their payouts, plus forecast it, has been a huge load off my shoulders,” said Charles.
