Solution for brokerages and agency organizations
Manage staff, protect customer data when salespeople leave, and handle multi-tier commission structures.
Summary
Solution for brokerages and agency organizations
For brokerages, InsurDigi focuses on staff management, customer data security, and multi-tier commissions. Data is role-based so departing salespeople cannot take it with them, while commissions reconcile transparently per policy and per person.
Common pain points for organizations
Salespeople leave with data
Customer data sits in each salesperson’s personal files; when they leave, the customer list walks out and the organization loses control.
Complex multi-tier commissions
Hand-calculating commissions across collaborator tiers is error-prone; every reconciliation cycle is slow and sparks disputes.
Hard to see team performance
As the team grows, managers cannot tell who is closing well or which policies are about to slip from manual reports alone.
What you get
- Role-based access: customer data stays centralized and access is revoked the moment staff leave.
- Multi-tier collaborator commission reconciliation per policy, transparent and backed by numbers.
- Real-time sales and performance reporting across the team, filterable per person.
- Automatic payment reconciliation via SePay, reducing manual bookkeeping.
Plan fit
Look for a plan with larger user, customer, and policy limits to run a multi-person team; compare each plan’s capacity in the pricing table to avoid switching plans too soon.
See detailed pricingFrequently asked questions
Data is centralized and role-based, so when staff leave, access is revoked and the data stays with the organization.
Other solutions
Not sure which fits?
Tell us your needs and team size, and we will advise the best rollout for you.
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.