Commissions Auditing & Compliance Software for Health Insurance Agencies

Stay Audit-Prepared with Commissions & Compliance in One Tool

Commissions+ centralizes your entire commissions processing in one location with built-in insurance-specific accounting, compliance, reporting, and budget-auditing tools. Having one true source of data reduces your agency’s risk and allows you to focus on the important jobs, like client servicing and retention.

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The Challenge | The Solution | More Features

The Challenge

Disconnected Data Opens the Door for Risk & Audits

Commissions data is critical to keep a business safe and solvent. Whether you’re an independent agent or work for a multi-agent organization, having your earning data organized and at the ready protects your agency from unknown risks and unplanned audits. If your data is in a pile of spreadsheets, scattered through multiple tools, or generally inaccessible, it makes it difficult for your agency to accurately present your data and stay prepared.

Common roadblocks include:

Unorganized and disparate data creates holes for risks to rise
Inaccurate commission and accounting data can make audits more difficult to navigate and extend the amount of time spent finding information
Manual management of commission data and compliance processes requires teams to spend more time managing and less time on other revenue-generating opportunities

Graphic showing auditing and compliance features

Our Solution

Compliance-Centered Commissions Software for Health Insurance Agencies

AgencyBloc has been a part of the health insurance industry since 2008. We focus on providing solutions that help agencies stay organized, compliant, and audit prepared. That includes our best-in-class commissions processing system, Commissions+:

CAA Compliance: Stay compliant with ever-evolving Consolidated Appropriations Act (CAA) regulations, like the Broker Compensation Disclosure, by partnering with a vendor who is current with industry standards.
Compensation Transparency: Track all incoming and outgoing commission payments and provide detailed statements to agents to create earning transparency.
Detailed Documentation & Record Keeping: Centralize your commission information in one reliable location to ensure data accuracy and trust.
Audit History & Risk Reduction: Prepare your agency for any potential audits with top-tier data organization, tracking, and access that make audits easier to resolve.

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The Manual Way vs. the Commissions+ Way

Challenge	How AMS+ Solves It
Storing commission and accounting information separately makes audits harder to resolve	Commissions+ syncs commission, policy, agent, and client data together for a complete data profile that helps your agency navigate any potential audit
Tracking compliance manually creates more holes and risks	Commissions+ stays current with CAA, CMS, and security regulations to provide insurance agencies with the best-in-class tools
Limiting the ability to see the full commission picture reduces transparency and growth potential	Commissions+ houses commission data for all carriers and lines of business, so you can set accurate goals for the future

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What Our Clients Are Saying

"AgencyBloc has been amazing for our agency. Connecting our clients to our agents with commission splits, and our agents having the ability to see commissions and status of their clients in real-time has saved our agency a tremendous amount of time."

Eric J. | Revive Insurance

See why other agencies are switching to Commissions+.

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