Team management and multi-tier commission reconciliation
Role-based access for agencies with staff, and transparent multi-tier commission reconciliation instead of manual math.
The Teams & Commission module enables role-based access and multi-tier commission reconciliation for agencies with staff or collaborators. Commission is tracked per policy and per person, transparent by the numbers instead of manual math that breaks as policy volume grows.
- Role-based access
- Multi-tier commission
- Performance tracking
Deployment metrics
Active agencies and organizations managing on the platform
Source: Sigma core-insurance system dashboard ·
Reduction in policy lookup and processing time
Source: Performance survey across pilot insurance agencies ·
Automated policy status sync and renewal notifications
Source and as-of date are listed per metric.
Why this module matters
Role-based access for agencies with staff, and transparent multi-tier commission reconciliation instead of manual math.
What agencies say about InsurDigi
Real feedback from insurance professionals and agency partners using our digital platform for day-to-day operations.
Average rating: 5 out of 5 · 5 reviews
“Since using automated contract management, our team tracks renewals more clearly. Operations are leaner and we rarely miss policy deadlines.”
“RBAC and approval workflows are tight. Integrated payments automate reconciliation and improve the client experience.”
“Telegram reports and alerts let executives track advisor performance in real time without opening the dashboard constantly.”
“The payment popup UI is intuitive. Premium completion rates rose and manual reconciliation errors dropped.”
“Docker infrastructure runs smoothly. Workflows are separated by department from HR to policy issuance, fitting our multi-tenant SaaS model.”
Highlights
Role-based access
Fits agencies with staff: each person only sees the data they are responsible for.
Multi-tier commission
Calculate and reconcile commission across collaborator tiers transparently.
Performance tracking
View sales and performance per person over time, without relying on memory.
Key capabilities
- Track commission per policy and per collaborator.
- Multi-tier commission structures for layered teams.
- Role-based data access within the organization.
- Fewer disputes thanks to clear numbers.
Compared to Excel commission sheets
The table below contrasts manual spreadsheets with the Team & Commissions module.
| Criterion | Excel / separate files | InsurDigi |
|---|---|---|
| Commission calculation | Excel formulas break when rates or staff change | Recorded per policy and team level |
| Multi-tier collaborators | Side sheets per level, hard end-of-period reconciliation | Transparent multi-tier structure from system data |
| Who sees commission data | Shared files, weak row-level control | Role-based access inside the organization |
| Period-end reconciliation | Copy-paste across tables, time-consuming | Commission reports by period from policy data |
Module glossary
- Multi-tier commission
- Commission splits across management or collaborator levels; the system records rates and reconciles per policy.
- Role-based access
- Each member sees only data matching their responsibility, suited to agencies with staff or collaborators.
- Commission reconciliation
- Matches commission figures to policy revenue at period end, replacing error-prone Excel formulas.
Related across InsurDigi:
See the Solution for brokerages and agency organizations solution if you are choosing a rollout path by team size. Solution for brokerages and agency organizations.
Compare plan limits and pricing before you pick a plan that fits your team size.
Full product workflow — from customers to reporting across the platform.
Questions about Teams & Commission
Common questions before rolling out this module.
- Does InsurDigi support multi-tier commissions?
- Yes. The system supports multi-tier commission structures for agencies with collaborators or layered staff, reconciled per policy.
- Can staff see each other data?
- No. Data is role-based, so each member only sees the information relevant to their work.
- When should we enable the commission module?
- When your agency has collaborators or layered staff and needs per-policy commission reconciliation instead of spreadsheet math.
- Can commission rates vary per policy?
- The system tracks multi-tier structures you configure; each policy records transparent numbers for period-end reconciliation.
Frequently asked questions
See InsurDigi run for your team
Tell us your needs and we will advise how to roll it out for your size and workflow.
Tell us what you need and we will guide you from there
Share your team size or your current bottleneck. We will respond with practical direction instead of a generic pitch.