---
title: Setting Up Carriers, Carrier Commissions, and Lines of Business in GloveBox CRM, formerly Better Agency
description: Follow this step-by-step guide to set up your carriers, customize carrier commissions, and manage lines of business. This configuration ensures accurate tracking of your agency's expected revenue in dashboards and reports.
---
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# Setting Up Carriers, Carrier Commissions, and Lines of Business in GloveBox CRM, formerly Better Agency
## Follow this step-by-step guide to set up your carriers, customize carrier commissions, and manage lines of business. This configuration ensures accurate tracking of your agency's expected revenue in dashboards and reports.
### Video Walkthrough:
---
#### **Step 1: Access Carrier Commissions**
1. Click your **Name** in the top-right corner of your GloveBox CRM screen.
2. Select **GloveBox CRM** from the dropdown menu.
3. Navigate to the **Carrier Commissions** tab.
---
#### **Step 2: Adjust Default Commission Rates**
1. Locate the **Defaults** section at the top of the Carrier Commissions tab.
- Default percentages for **New Business** and **Renewal Business** will be displayed.
2. Click the **Pencil Icon** next to Defaults to edit these rates.
3. Update the default percentages as needed and save changes.
- These defaults will automatically apply to all carriers and lines of business unless overridden.
---
#### **Step 3: Add New Carriers**
1. Click the **Add New Carrier** button.
2. Search for the carriers you work with and click **Add Carrier**.
- You can select and add multiple carriers simultaneously.
3. Once added, carriers will appear in your list.
---
#### **Step 4: Customize Lines of Business for Each Carrier**
1. Select a carrier from the list.
2. Review the preloaded lines of business.
- Use the **Trash Icon** to remove lines of business you don’t work with for that carrier.
3. To add additional lines of business:
- Click **Add Line of Business**.
- Search for relevant lines of business and select them.
- You can add multiple lines at once.
---
#### **Step 5: Override Default Commission Rates (Optional)**
1. For carriers or specific lines of business with unique commission rates:
- Select the carrier and corresponding line of business.
- Edit the commission percentages to override the default rates.
---
#### **Step 6: Remove Unused Carriers**
1. If there are carriers listed that you do not work with:
- Select the carrier.
- Scroll to the bottom of the screen and click **Delete Carrier**.
---
### **Why It Matters**
The commission percentages you configure here feed into:
- **Expected Revenue** displayed on your dashboard.
- **Sales and Agency Reports**, ensuring accurate financial projections and performance tracking.
Setting up your carriers, lines of business, and commissions ensures smooth operations and accurate data for your agency's reporting tools.
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