Case Study: Chapter saves time and boosts advisor productivity with CaptivateIQ

Chapter gets up and running in one month after a failed implementation with another vendor

Chapter, a technology-driven Medicare advisor, needed to overhaul its compensation structure as the company grew, but quickly found that spreadsheets and a prior commission software vendor couldn’t scale. After a failed five-month implementation marked by manual work, broken integrations, and inaccurate payouts, Chapter turned to CaptivateIQ for a faster, more flexible commission solution before its busiest season.

CaptivateIQ implemented Chapter’s new compensation plans in a familiar spreadsheet-like, logic-based environment that gave the finance team full visibility and control without relying on engineers. The company went live with its first plan in a week and had advisor payout data live in less than a month, cutting monthly commissions processing from 10+ hours to 30 minutes and reducing overall payroll processing from four weeks to one. CaptivateIQ also helped boost advisor productivity by 10%+ through real-time earnings visibility.

Chapter

Marcello Halitzer

Head of Finance