Automated Commission Tracking & Agent Payouts with No Data Entry
Schedule Your Demonstration Below
The Commission Problem
Manual commission work slows your team:
👉 Downloading carrier statement
👉Dealing with MFA
👉Normalizing each statement and preparing for import
👉Re-typing line items into spreadsheets
👉Guessing on policy matches
👉Re-mapping to the same policy records every month
👉Re-calculating producer splits
👉Re-building reports every month
The BenefitsGuide Solution
A simple, end-to-end flow with NO DATA ENTRY.
Automatic Commission Statement collection:Robots pull carrier statements for you and store the PDFs in your OneDrive.
One format, not many:Line items are automatically converted into a consistent structure so you don’t re-key data.
Accurate mapping:A five-point match (payer, carrier, product line, group number, and invoice date vs. policy start and end date) auto-maps items to the correct Benefit Policy.
Smart tags:Create a mapping tag once; the system re-applies it to similar items going forward.
Producer splits you control:Standard or custom (first-year vs. renewal), with a built-in Splits Report to catch issues.
Pay periods & reports:Bundle statements into a pay period and export ready-to-send Agent Statements (Excel) plus summary and detail reports..
The Commission Problem: redundant data entry, delays, errors, limited reporting, and unhappy producers
The BenefitsGuide Solution:elimination of data entry, save time, reduce errors, improve reporting, happy employees
Schedule a demonstration directly onto our calendar below or if you wish to speak with someone now, you can call 646.461.3000 or email sales@benefitsguide.com with any questions.
