Commission Tracking Automation
Track and reconcile commissions automatically across carriers
The problem
Insurance operations involve hundreds of small, repetitive tasks that individually seem manageable but collectively consume your agents' most productive hours. For businesses dealing with compliance requirements, this pain is especially acute.
Renewals, follow-ups, and carrier communications depend on manual tracking
Every deadline, touchpoint, and communication happens automatically on schedule
The solution
We build a custom commission tracking automation system tailored to your specific workflows, tools, and team. Not a generic template, a system built for how your business actually operates.
- Map your policy lifecycle and communication touchpoints
- Configure automated workflows for your specific carrier relationships
- Integrate with your agency management system and client portal
- Launch with monitoring and agent adoption support
Expected results
Complete workflow visibility from trigger to completion
Automatic exception handling for edge cases
Team freed from process management to focus on outcomes
How we'd approach this
This is typically a Connect Your Systems engagement (2-6 weeks).
Multi-step process automation that handles entire workflows end-to-end. From trigger to completion, no human hand-holding required.
Best for: Teams ready to automate an entire process, not just a single task.
What's included
- Complete workflow automation with multiple triggers and actions
- Integration with your existing tools (CRM, email, project management)
- Process documentation
- Team training session
- 60 days of support
FAQ
2-6 weeks. We'll give you an exact timeline after our discovery call where we assess your specific situation.
Almost always yes. We integrate with most modern business tools including CRMs, email platforms, project management tools, accounting software, and more. If you have a specific tool, just ask.
That's the point. We build for your specific process, not a generic template. Unique processes are what we do best.
60 days of dedicated support is included. We monitor for issues, fix bugs, and help with optimization during this period.
We start by measuring your current process: how long it takes, how many steps, where the bottlenecks are. After implementation, we measure again. Most clients see results within the first week.
Absolutely. Many clients start with a focused implementation and expand as they see results. We design with future growth in mind.
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