Author

Kevin Beeftink

Founder, RevEngine

I help US insurance agencies that sell Medicare and life insurance with their marketing. Here I share what I learn along the way about growing and keeping a book of business.

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Articles by Kevin

Two colleagues looking at one laptop at a counter, one pointing at the screen
Commissions & payouts

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.

· 9 min read
Three colleagues reviewing client files at a laptop on an office table
Book analysis

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.

· 11 min read
An agent frowning at a statement at a café table, with a coffee and a phone
Commissions & payouts

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.

· 10 min read
An operations lead checking a printed statement at a standing desk with a laptop and calculator
Commissions & payouts

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.

· 11 min read

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