Case Study: Clal Insurance & Finance achieves automated, transparent agent volume-commission calculations with Incentives Solutions

Incentives Solutions helps Clal Insurance and Finance to calculate volume commissions for insurance agents

Incentives Solutions, Israel’s leading planner and manager of sales incentives, partnered with Clal Insurance and Finance to address the complex, fast-changing challenge of calculating volume commissions for insurance agents. The insurance sector’s competitive environment, intricate business models and frequent regulatory changes made manual Excel-based processes impractical, creating a need for a transparent, scalable system that could implement varied agent agreements quickly and accurately.

Their JOOPY Insurance system delivers end-to-end commission management—defining individual agent agreements, automating volume commission calculations, and enabling rapid adoption of business or regulatory changes without manual work. Deployed at Clal starting in 2020, the solution gives agents a unified portal with transparent, up-to-date commission data and analytics, reduces operating costs, speeds model rollout, and has been recognized by Gartner as an innovative SPM solution that can drive agent sales and commissions.

Clal Insurance & Finance

Sharon Pipano

Senior VP in Charge of Agent Agreements and Commissions