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Agency Operations

Achieve operational excellence and gain a new perspective on your agency’s performance

Get the revenue & operational insights your benefits business needs

Make sure you’re running the most efficient business possible by leveraging technology to provide superior insights into every aspect of your agency’s benefits operations. Gain a better understanding into complicated commissions and guarantee full transparency into your revenue stream.

By using data from carriers, customers and prospects to run sophisticated reports, you can pinpoint inefficiencies and find new ways to take your business to the next level.

Agency Operations Solutions

Commission Tracking

Use this tool to monitor sales commissions and make sure you get paid for the work you do:

  • Uncover greater insights into your commission calculations with report updates that reflect ongoing adjustments
  • Put more time back into your day with streamlined processing and validating of payments received
  • Eliminate complexity by importing commissions with a flexible, non-templated feature

Agency Insights Reporting

Take the guesswork out of reporting and gain a more comprehensive understanding of your agency's operations:

  • Dive deeper into your operational metrics with 80 available report templates
  • Create custom reports reflecting your unique business needs
  • Analyze agency results by tracking upcoming renewals, monitoring open activities and auditing internal system usage

Resources

Learn more about how to gain better operational efficiency

Sales Cloud Informational Sheet

Is it time to transform your business?