Medicare Sales CRM for Operations & Lead Management

Client Overview

The customer is an insurance and healthcare solutions provider working with multiple sales agents and advisors. The organization manages hundreds of policies each month and pays commissions based on policy status, payment collection, and predefined commission rules

vTiger CRM is used as the central system to manage clients, policies, agents, and payments.

Project Objectives

Eliminate manual commission calculations and spreadsheets
Improve accuracy and consistency of commission payouts
Provide real-time visibility into paid and unpaid commissions
Increase transparency for agents and management
Enable scalable commission management as the business grows

Solution Implementation Summary

Business Challenges

Agent commissions tracked using spreadsheets
Manual calculations caused frequent errors and disputes
No centralized visibility into commission status
Difficult to track commissions by agent, policy, or payment
Time-consuming monthly reconciliation process
Limited transparency for agents regarding earnings

Root Cause Analysis

No dedicated commission management module in CRM
Manual calculation logic outside CRM system
Disconnected policy, payment, and agent data
Lack of real-time commission status updates
Increasing operational complexity with business growth

Module Configuration & Usage

Created a custom Agent Commission module in vTiger CRM
Linked commissions with Policies, Clients, Companies, and Agents
Configured automated commission calculation rules
Enabled commission status tracking (Paid / Not Paid)
Implemented role-based access and native CRM behavior

Real-World Commission Flow Example

Policy payment recorded in CRM
Commission auto-calculated based on predefined rules
Commission record linked to agent and policy
Payment status updated once commission is paid
Managers and agents view commission details in real time

Business Impact & Benefits

Complete elimination of manual commission calculations
Significant reduction in errors and disputes
Faster monthly reconciliation cycles
Improved agent trust and transparency
Better financial visibility and forecasting

Industries That Benefit

Insurance & Healthcare Services
Financial Advisory Firms
Brokerage & Agent-Based Businesses
Sales-Driven Organizations
Enterprises with commission-based models

Solution Architecture

Note: The solution was built natively within vTiger CRM to ensure scalability and maintainability.

Core Components

CRM Platform

Client and policy management
Agent and user records
Role-based access control

Agent Commission Module

Custom commission records
Automated calculation engine
Status tracking and reporting

Data Integration Layer

Policies module integration
Payments module integration
Contacts / Clients linkage
Users / Agents mapping

Reporting & Visibility

Advanced list views and filters
Commission tracking by agent, policy, or company
Real-time visibility for managers and agents

Solution Implemented

Agent Commission Module Capabilities Delivered

Centralized commission management within CRM
Automated commission calculation logic
Support for percentage-based and fixed commissions
Paid vs unpaid commission tracking
Date paid and payment reference recording
Advanced list views and filters

The Agent Commission module became a single source of truth for all commission-related data, fully integrated with existing CRM records.

Best Practices Followed

Automated commission calculations using defined rules
Centralized data to avoid duplication and errors
Role-based access for financial data security
User training for finance and sales teams
Scalable module design for future growth

The CRMTiger Difference

CRMTiger delivered a robust and scalable commission automation solution by providing:

Deep understanding of commission workflows
Fully custom vTiger CRM module development
Seamless integration with existing CRM data
User-friendly design for daily operations
Future-ready architecture for business expansion

Call Center

Call Center

Automating Agent Commission Management with a Custom vTiger CRM Module

Client Overview

Manual Commission Management Slowed Operations

Spreadsheet-Based Tracking

Calculation Errors & Disputes

No Centralized Visibility

Time-Consuming Reconciliation

Custom Agent Commission Module in vTiger CRM

Dedicated Commission Module

Automated Commission Rules

CRM Data Integration

Real-Time Updates

Transparent and Scalable Commission Controls

Automated Calculations

Payment Status Tracking

Agent-Level Visibility

Advanced Filters & Reports

Efficient and Trust-Driven Commission Process

Eliminated Manual Calculations

Reduced Errors & Disputes

Faster Reconciliation Cycles

Improved Agent Trust & Transparency