Automated Commission Tracking Matters for Insurance Brokers


Commission tracking for insurance brokers and agencies can be complex and time-consuming when done manually. Automating the process can reduce administrative burden and improve accuracy. BenefitsBridge, a CRM for health insurance brokers, offers robust commission tracking and reconciliation features. It automates carrier statement reconciliation, provides real-time commission visibility, simplifies producer commission splits, reduces dependence on key personnel, and enables fast research and dispute resolution. Automating commission tracking can transform the process from taking 40 to 80 hours per month to just a few hours. BenefitsBridge, built on the Microsoft Power Platform, streamlines operations, reduces risk, and enhances efficiency for insurance brokers.


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