Say Goodbye to Manual Commission Tracking—Forever
We’re thrilled to announce a major leap forward for employee benefits brokers: BenefitsGuide: Commissions, a fully automated commissions solution that eliminates the headaches of manual commission tracking.
For years, brokers have struggled with the tedious, error-prone process of downloading, organizing, and reconciling commission statements. It’s a time-consuming task that takes hours—or even days—away from more strategic work. But now, with the integration of Carrier Connect’s cutting-edge automation into BenefitsGuide, those challenges are a thing of the past.
The Problem: Manual Commission Management is Holding You Back
If you’re like most employee benefits brokers, managing commissions is a necessary but frustrating part of your job. The process typically involves:
- Manually logging into multiple carrier websites to download statements.
- Organizing and reformatting data to match your system’s requirements.
- Painstakingly reconciling statements with bank deposits and policy records.
This manual work isn’t just tedious—it’s also prone to errors, which can lead to financial discrepancies and wasted time. And let’s be honest: no one got into the insurance business because they love data entry.
The Solution: Fully Automated Commission Tracking Built into BenefitsGuide
With the launch of BenefitsGuide: Commissions, our new automated commissions solution powered by Carrier Connect, we’re transforming how you manage commissions.
Here’s how it works:
- Automated Statement Downloads:
Carrier Connect automatically logs into your carrier websites, downloads commission statements, and organizes them into secure folders. No more manual logins or downloads.
- Seamless Integration with BenefitsGuide:
Once downloaded, the data from the statements are automatically uploaded into BenefitsGuide: Commissions. The system maps commission items to the correct benefit policies, and any unmatched items can be easily mapped with a click.
- Simplified Reconciliation:
The system prompts you to verify that the commission statement total matches your bank deposit. Once confirmed, the data is inserted into BenefitsGuide with just a single click. Group Commission Statements, create Commission Payment Periods.
- Custom Reporting & Analytics:
Use Salesforce reporting and dashboard analytics to generate the detailed reports you require. Gain real-time insights into your financial performance while reducing the time required to manage this work.
The Impact: More Time, Fewer Errors, and Better Insights
This new solution isn’t just about saving time, it’s about transforming how you run your business. Here’s what you can expect:
✅ Eliminate Manual Work:
- No more logging into carrier websites, reformatting files, or manually entering data. The system handles it all for you.
✅ Reduce Errors:
- Automated processes minimize the risk of human error, ensuring accurate commission tracking and reconciliation.
✅ Gain Real-Time Visibility:
- With custom reports and dashboards, you’ll have a clear, up-to-date view of your commissions and financial performance.
✅ Focus on What Matters:
- Free up your team’s time to focus on serving clients, growing your business, and driving revenue—not chasing down commission statements.
Why This is a Game-Changer
This isn’t just another feature—it’s a complete transformation of how employee benefits brokers manage commissions.
By automating the entire process, we’re helping you:
- Save hours of time every month.
- Improve accuracy and reduce financial discrepancies.
- Grow your business by focusing on strategic priorities instead of administrative tasks.
Ready to Experience the Future of Commission Management?
If you’re tired of wasting time on manual commission tracking, it’s time to make a change. BenefitsGuide's automated commissions solution is here to simplify your life and help you run a more efficient, profitable business.
👉 Click here to schedule a demo and see how this powerful new solution can work for you.