Ideal for an Insurance Agency that doesn’t want to enter their carrier statements every month.
- To get started, we will need a copy of your Carrier Statements. Excel format is preferred. You will be responsible for informing us of any changes to your Carrier Commission Tables, Agent Split Tables or Clients.
The actual monthly commission processing fee will be determined once we have had a chance to examine your Carrier Statements and review them with you. We require a 4-hour minimum. Our commission processing rate is $30 per hour. This will be applied to your credit card on a monthly basis. If the monthly minimum is not enough time, you will be informed and a new minimum will be determined. - Most of our clients are in the 4 to 20 hours per month range.
- Overages must be approved by the customer and are billed at the end of the month.