Customer Success Stories

Real Results from Real Agencies

See how insurance agencies across the country are transforming their commission management with Commission Scope.

40+
Average hours saved monthly
97%
Average accuracy rate
350%
Average first-year ROI
500+
Agencies served
MIG

Midwest Insurance Group

Independent Agency
Chicago, IL
45 producers
Mid-size Agency
Multi-carrier
High Volume

Cut Commission Processing Time by 85%

How a mid-sized agency transformed their back-office operations and saved 50+ hours monthly.

The Challenge

Midwest Insurance Group was drowning in commission statements. With 45 producers and 30+ carriers, their team spent over 60 hours each month manually processing commissions. Errors were common, and producers frequently complained about delayed or inaccurate payouts.

The Solution

After implementing Commission Scope, they automated the entire commission workflow. Our AI extracts data from all their carrier statements, matches to policies, calculates splits, and generates producer statements—all with minimal human intervention.

52 hrs/mo
Time Saved
98%
Error Reduction
5 days
Faster Payouts
450%
ROI

Commission Scope transformed our operations. What used to take weeks now takes hours. Our producers are happier, our team is less stressed, and we're more profitable.

Sarah Mitchell, Operations Manager

CBA

Coastal Benefits Advisors

Benefits Brokerage
Miami, FL
120 producers
Benefits
High Growth
Large Agency

Scaled Operations Without Adding Staff

A growing benefits brokerage that doubled their producer count without hiring additional back-office staff.

The Challenge

Coastal Benefits was growing fast but struggling to keep up. Their commission processing team was at capacity, and hiring more staff would eat into margins. They needed a way to scale operations without proportionally increasing costs.

The Solution

Commission Scope enabled them to handle twice the volume with the same team. The platform's AI-powered extraction handles their complex benefits commission statements, and automated matching eliminates hours of manual lookup.

2x
Producer Growth
$180K/yr
Staff Savings
4x
Processing Speed
99.2%
Accuracy

We doubled our business without doubling our back-office costs. Commission Scope is the secret weapon that lets us grow profitably.

Carlos Rodriguez, CEO

HIP

Heritage Insurance Partners

P&C Agency
Dallas, TX
25 producers
P&C
Producer Retention
Transparency

Eliminated Commission Disputes

A property & casualty agency that resolved their producer trust issues through transparent commission tracking.

The Challenge

Heritage Insurance had a producer retention problem. Commission disputes were frequent, and producers didn't trust the numbers. The manual process made it nearly impossible to quickly answer questions about specific policies or payments.

The Solution

With Commission Scope, every commission is tracked from statement to payout with complete audit trails. Producers can see exactly what they're owed, where it came from, and when they'll be paid through a self-service portal.

-95%
Disputes
+40%
Retention
-80%
Support Time
4.9/5
Producer Satisfaction

The transparency changed everything. Our producers trust the numbers now because they can see exactly where every dollar comes from. Disputes are a thing of the past.

Jennifer Adams, Agency Principal

What Our Customers Achieve

Common outcomes reported by agencies using Commission Scope.

Time Savings
  • 40+ hours saved monthly on average
  • Same-day statement processing
  • Automated carrier statement downloads
  • One-click producer payout generation
Accuracy & Compliance
  • 97%+ commission matching accuracy
  • Complete audit trails for compliance
  • 98% reduction in data entry errors
  • Automatic discrepancy detection
Financial Impact
  • 350%+ average ROI in year one
  • Reduced staffing costs
  • Faster time-to-payment for producers
  • Better cash flow visibility
Producer Relations
  • Improved producer trust and retention
  • Self-service commission portal
  • Faster dispute resolution
  • Transparent split calculations

Ready to Write Your Success Story?

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