Case Study: BenefitMall achieves faster, more accurate commissions with CaptivateIQ

BenefitMall reduces commission calculations by 60 hours a month for 200+ brokers

BenefitMall, a financial services company based in Dallas, Texas, needed a better way to manage commissions as it grew through acquisitions and expanded its sales organization. Its finance team was struggling with SAP Callidus, which was inflexible, slow, and cumbersome for updating plans, adding employees, and processing monthly commissions.

CaptivateIQ provided BenefitMall with a fully automated, flexible commission management platform that streamlined calculations, processing, and commission statements. The switch helped BenefitMall save 60 hours per month on commissions work, reduce calculation errors by 20%, and increase trust in commissions across 300+ reps.

BenefitMall

Chelsie C.

Senior FInancial Analyst