Let me tell you about John, an employee benefits broker who was drowning in manual commission work. Every month, he would spend hours logging into carrier websites, downloading statements, reformatting files, and reconciling data. It was tedious, error-prone, and took him away from what he loved most—helping his clients.
Then he discovered the automated commission solution from BenefitsGuide and Carrier Connect.
✅ No more manual logins: Carrier Connect automatically downloads and organizes commission statements as soon as they’re posted.
✅ Seamless integration: Statements are uploaded into BenefitsGuide, where they’re mapped to the correct policies with just a click.
✅ Real-time insights: John now has a clear view of his commissions and financial performance, thanks to Salesforce-powered dashboards.
The result? John saved hours every month, eliminated errors, and freed up time to focus on growing his business and serving his clients.
This isn’t just John’s story—it’s the reality for brokers who are tired of manual work and ready to embrace automation. By streamlining commission tracking, you can:
✅ Eliminate errors caused by manual processes.If you’re ready to say goodbye to manual work and hello to streamlined efficiency, click here to schedule a demo and see how this solution can work for you.
Don’t let manual processes hold you back. Let’s build a smarter, more efficient, and more profitable agency—together.