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Whether you’re new to the business or a seasoned veteran, commissions processing can be confusing and frustrating.Commission tracking helps you confirm that you received a commission payment based upon the carrier agreement for a particular product. Tracking involves monitoring when the payment comes in from the carrier and how much the payment is. Commissions processing takes this process a step further. It lets you import the carrier files, reconcile and identify inaccurate payments, and split and calculate payments. Using a robust Commission Module, you can determine revenue type, manage and track complex splits, and gain insight from industry-specific, custom-built reports. Solution Streamline your commissions processing in an industry-specific CRM with commission capabilities. AgencyBloc’s Commission Module ties agents, policies, and commissions together for a complete view of a policy’s commission structure, each agent’s payout, and more.
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AgencyBloc is an agency management system that helps life and health insurance agencies grow their business with an industry-specific CRM, commissions processing, and integrated business and marketing automation.
PSM is proud to partner with AgencyBloc to assist Medicare agents and agencies in organizing and making their overall business more efficient through automated solutions. Request a live demo today!
