You're paying someone a full-time salary to do a robot's job.
Your team spends 20 to 30 hours every month logging into carrier websites, downloading statements, and reconciling producer splits in spreadsheets. One broker called it "literally a full-time job." Our robots do it all while you sleep.
The Commission Problem — and the Solution.
The Manual Nightmare
- Logging into 10+ carrier websites every month
- Dealing with multi-factor authentication every time
- Checking to see if a commission statement is available
- Downloading the statement and saving to your OneDrive
- Converting PDFs to Excel by hand
- Extracting the information you need from the statement
- Normalizing each statement format manually
- Guessing on policy matches
- Re-calculating producer splits every month
- 20-30 hours every month
The Automated Solution
- Our robots pull carrier statements automatically every night
- Multi-factor authentication handled seamlessly
- Statements converted into one consistent format
- Five-point matching maps items to the right policies
- Smart tags remember your mappings going forward
- Split rules engine handles every producer automatically
- Approximately 30 minutes per month
Our Robots Work While You Sleep
Every night, our robots log into your carrier websites. They handle multi-factor authentication. They download your commission statements, normalize the data into a consistent format, and store the PDFs securely. All before you get to the office.
No more logging into 10+ carrier portals. No more converting PDFs to Excel. No more dealing with different statement formats from every carrier. The robot handles all of it — and it doesn't forget, doesn't make typos, and doesn't call in sick.
Five-Point Matching. Zero Guesswork.
Once your statements are downloaded, the system automatically maps each commission line item to the correct Benefit Policy using a five-point match: payer, carrier, product line, group number, and invoice date versus policy start and end date.
Create a mapping tag once and the system re-applies it to similar items going forward. No repeat work. No re-mapping the same policy records every month. The system remembers so you don't have to.
- Five-point match: payer, carrier, product line, group number, dates
- Apply multiple statement items to one policy record
- Smart tags remember your mappings going forward
- No more PDF-to-Excel conversions — ever
Set It Once. Every Client. Every Carrier. Every Statement.
This is the feature that changes everything. The rules-based commission split engine lets you set split rules once per producer — not per client, not per carrier, not per statement. One change cascades across the entire book of business.
Handles overrides, tiers, effective dates, and house accounts. Splits apply automatically to every incoming commission statement with zero manual intervention. No more managing splits account by account. No more spreadsheet formulas that break when someone adds a row.
Legacy platforms manage commission splits client by client. When you have 15 producers and 500 clients, that's a nightmare. BenefitsGuide manages it at the producer level — the way it should work.
See the split rules engine live
Pay Periods, Agent Statements, and Real Revenue Reporting
Bundle your commission statements into pay periods and export ready-to-send Agent Statements in Excel — plus summary and detail reports. No more rebuilding reports from scratch every month.
Because your commission data lives in Salesforce alongside your CRM data, you can build dashboards that show revenue by producer, by carrier, by product line, by client — any way you need to see it. Real-time. Accurate. Trusted.
"Okay. I'm getting excited about this."
— says everyone who has seen the demonstration
A Simple, End-to-End Flow With No Data Entry
From carrier download to producer payout — everything is automated. You just review and approve.
Robots Collect Statements
Our robots log into your carrier websites every night, handle multi-factor authentication, and download your commission statements automatically. PDFs are stored securely.
Data Is Normalized & Mapped
Line items are converted into a consistent format. Five-point matching maps items to the correct Benefit Policies. Smart tags remember your mappings going forward.
Splits Apply & Reports Export
The split rules engine assigns commissions to the right producers automatically. Bundle into pay periods and export Agent Statements and reports — ready to go.
Watch Commission Automation in Action
This short recorded demonstration shows exactly how our robots download statements, map them to policies, apply splits, and generate reports — with zero data entry.
The Numbers Speak for Themselves.
"Commission tracking shouldn't cost you your best people. We had good employees quitting because the work was soul-crushing."— Insurance agency operations manager
Stop Paying People to Do a Robot's Job.
Pick a time that works for you. We'll walk through exactly how our robots handle your carriers, your splits, and your reporting — live, with your questions answered.
Prefer to talk first? Book a 15-minute call with Jason or call us at 646-461-3000.