What your book of business is telling you.
How agencies read their book: coverage gaps, cross-sell signals, commissions and payouts, and the early signs a client is about to leave.
How to set up commission splits that show lead ROI
How to set up commission splits so lead ROI is measurable: record splits on the turn-in sheet, flag shares that don't add to 100%, match policies by ID.
Read the article →Latest articles
How to analyze an insurance book of business, step by step
How to analyze an insurance book of business for cross-sell and churn: has-X-not-Y filters, households, month-over-month policy checks and Med Supp timing.
How a commission chargeback moves down your hierarchy
How a commission chargeback moves from IMO to upline, manager and agent, with a worked 12-month advance cancelled in month 3, and how to track it.
Insurance commission reconciliation: a month-end how-to
Insurance commission reconciliation step by step: log submissions as pending, match statements to clients, and clear short, unpaid and over-paid lines.
See what's hiding in your book.
Walk through RevEngine with your own data and see where the gaps and opportunities are.