Help Center
Find answers, guides, and support for your PanelQA journey
Getting Started
5 articles
Referrals
6 articles
Commissions
4 articles
Explore All Modules
Getting Started
How do I create an account?
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Visit our login page and click "Create Account". Fill in your professional name, email, and password. You'll receive a confirmation email to activate your account. Once activated, you can access all PanelQA features.
What information do I need to provide?
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We require your professional name, email address, phone number, and country. You can add a bio and profile photo to make your profile more visible to potential clients. All information is kept secure and confidential.
Is my data secure?
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Yes. We use industry-standard encryption, secure SSL connections, and regular security audits. Your personal data is never shared with third parties without your consent. See our privacy policy for complete details.
Can I change my password?
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Yes. Go to your profile settings and click "Change Password". Enter your current password and your new password (minimum 8 characters). We recommend changing your password every 3 months.
What if I forget my password?
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Click "Forgot Password" on the login page. Enter your email address and we'll send you a reset link. Click the link in the email and create a new password. The link expires after 24 hours for security.
Creating Referrals
How do I create an insurance referral?
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Navigate to the Insurance section and click "New Referral". Select the insurance type, enter the client's details, and input the annual premium. The system will automatically calculate the commission. Review the details and submit the form.
Which insurance types qualify?
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We accept Professional Indemnity, Public Liability, Management Liability, Cyber Insurance, Directors & Officers Liability, and Builders Risk. Each has a different commission rate based on industry standards. Rates are displayed when you select the type.
Can I edit a referral after submission?
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Referrals can be edited while pending approval. Once approved by our admin team, they become locked to maintain data integrity. If you need to change an approved referral, contact our support team.
How long does approval take?
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Most referrals are approved within 24 hours. During peak periods, it may take up to 48 hours. You'll receive an email notification when your referral is approved or if we need additional information.
What details should I provide for the client?
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Provide the client's full name, email address, phone number, and company name if applicable. The annual premium should be accurate as commissions are calculated based on this amount. Ensure all information is correct before submitting.
Can I refer multiple clients at once?
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Currently, you submit one referral at a time through our form. However, you can create multiple referrals quickly by using our referral form repeatedly. We're working on bulk import features for future releases.
Commissions & Payouts
How are commissions calculated?
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Each insurance type has a commission rate: Professional Indemnity (7%), Public Liability (5%), Management Liability (7.5%), Cyber Insurance (8.5%), Directors & Officers (6%), and Builders Risk (4.5%). The commission is calculated as: Annual Premium × Rate / 100.
When do I receive my commission?
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Commissions are calculated immediately when you submit a referral. They become pending until approved. Once approved, they appear in your commission balance. Payouts are processed monthly to your registered bank account.
How do I request a payout?
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Go to your Commission Dashboard and click "Request Payout". You can request payment of all available commission or a specific amount (minimum $100). The payout will be processed to your registered bank account within 5-7 business days.
Are there payout minimums?
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Yes, the minimum payout is $100. If your commission balance is below this, you'll need to wait until more referrals are approved. There are no maximum payout limits. Payouts are processed automatically each month.
Need More Help?
Can't find what you're looking for? Our support team is here to help.