[eBook] The Agency's Guide to Commissions: Efficient processing, uncovering missed commissions, & analyzing performance

In this eBook, we discuss how agencies are better managing their commissions—everything from processing and tracking to analyzing and monitoring performance.

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Process Faster, Identify Missed Commissions, & Analyze Performance

Commissions are an integral part of life and health insurance agencies, but processing and tracking commissions isn't always easy or efficient—many agencies struggle with this.

On top of that, agencies can’t be sure the commissions coming from their carriers are accurate if they don't have an easy way to identify missed commissions.

Lastly, agencies have a desire to better understand their commissions data so they can make smarter business decisions.

In this guide, we’ll discuss how agencies are better managing their commissions, taking a look at everything from processing and tracking to analyzing and monitoring performance.

YOU'LL LEARN:

  1. How insurance agencies can efficiently process and track commissions
  2. How to quickly identify missed commissions
  3. How to analyze and monitor your commissions performance using real-time analytics and custom reporting

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Who is this guide for?

This guide is for any life and health insurance agency commissions manager, analyst, or staff who is interested in streamlining commissions processing, identifying missed commissions, and gaining useful insight from their data.  

What is an AMS with commissions tools?

An agency management system (AMS) that has commissions capabilities allows you to manage your book of business and process commissions all in one system. This is beneficial because all of your data is connected and can work together.

What is included in AgencyBloc's Commissions Module?

AgencyBloc's Commissions Module has helped agencies cut their commissions processing time by 75-85%. Use it to track and process, produce statements, run reports, and more.