The Challenge
An insurance agency with over 100 agents managed policies, renewals and commissions in separate spreadsheets per agent. Renewals were missed, commissions were calculated by hand at month end, and agency managers had no single view of production.
The Solution
One management system for the whole agency: per-agent client and policy files with permissions, automatic renewals and reminders, commission calculation by agent, insurer and policy type, automatic lead distribution and a real-time production dashboard.
The Result
Over 100 agents now work from one system, and managers get a daily production picture instead of a manual month-end report.