Solution for brokerages and agency organizations
Manage staff, protect customer data when salespeople leave, and handle multi-tier commission structures.
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.
- 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.
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 agencies choose this path
Manage staff, protect customer data when salespeople leave, and handle multi-tier commission structures.
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.”
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.
Compared to manual operations (brokerages)
The table below contrasts file-based operations with the InsurDigi organization solution.
| Criterion | Excel / manual | InsurDigi |
|---|---|---|
| Data when staff leave | Personal files leave with the employee | Central data with revoked access on exit |
| Multi-tier commissions | Excel formulas break when rates change | Recorded per policy and team level |
| Team performance | Manual end-of-period reports | Real-time dashboard per staff member |
| Permissions | Shared files or sheet passwords | Individual logins with role-based access |
| Payments & reconciliation | Manual bank transfer tracking | SePay integration supports reconciliation |
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.
Compare limits across plansRelated resources
Topic-based product guides — getting started, importing data, and renewals.
Agency rollout stories — illustrative problems and operational outcomes.
Insurance knowledge blog — operations and agency know-how.
Practical rollout for your team
Organization rollouts typically follow this order: centralize customers and policies, set role-based access, then enable multi-tier commission reconciliation and team reporting.
When a salesperson leaves, access is revoked immediately but customer records stay with the agency, reducing the risk of losing lists stored on personal devices.
Real-time performance reporting shows which policies are nearing renewal and who is closing well, without waiting for end-of-month spreadsheet roll-ups.
Solution glossary
- Insurance brokerage
- An agency with staff or tiered collaborators who needs data control and performance visibility per person.
- Multi-tier commission
- Commission splits across levels; InsurDigi records and reconciles them per policy.
- Role-based permissions
- Each member sees only data matching their role; access is revoked when someone leaves.
- Period-end reconciliation
- Matches commissions and revenue by period from in-system policy data instead of Excel rollups.
Frequently asked questions
Common questions before rolling out the for brokerages / organizations solution.
- How do we prevent salespeople from taking customer data?
- Data is centralized and role-based, so when staff leave, access is revoked and the data stays with the organization.
- How does InsurDigi handle multi-tier commissions?
- The system supports multi-tier commission structures, reconciled transparently per policy and per collaborator.
- How many users do we need for an organization plan?
- Depends on each plan limits in the pricing table; many agencies start at 2–3 users when they add staff or collaborators.
- Can we revoke access when staff leave?
- Yes. Admins disable accounts immediately; customer data remains with the organization under role-based controls.
- Which modules should a brokerage roll out first?
- Usually CRM and role-based access first, then commission and reporting once policy data is stable.
- Does the platform support SePay payment reconciliation?
- Yes. SePay is integrated for fee collection and transaction reconciliation, reducing manual payment recording.
Frequently asked questions
Other solutions
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