FMO FMO
FMO Cuts Commission Processing from 4 Hours to 45 Minutes
An FMO was spending 4 hours per carrier processing commissions in AgencyBloc. We moved them to Salesforce FSC, built an agent onboarding portal, and automated commission calculations.
This FMO was spending 4 hours per carrier processing commissions inside AgencyBloc. With dozens of carriers, that workload was a constant tax on the team and prone to errors.
We moved them to Salesforce Financial Services Cloud, built an agent onboarding portal on TitanWeb, integrated NIPR for license verification, and automated commission calculations end to end with MuleSoft handling the integration plumbing. Processing time per carrier dropped from 4 hours to 45 minutes.
Technologies
Financial Services Cloud TitanWeb NIPR Integration MuleSoft
Results
- → Commission processing reduced from 4 hours to 45 minutes per carrier
- → Automated commission calculations
- → Self-service agent onboarding portal
Get in touch
Have a similar challenge?
Tell us about your situation. We'll have a real conversation about what's possible.