Case Study: a Chicago area based insurance broker achieves scalable growth and faster commission processing with Logan Consulting and Microsoft Dynamics CRM

Chicago Area Based Insurance Broker cuts commission reconciliation from 40 hours to 8 with Logan Consulting

The client, a Chicago area based insurance broker, was using a custom ACT on-premise system that limited their growth and suffered from frequent crashes. With no on-site IT support, they needed a long-term solution that could easily scale. Logan Consulting identified Microsoft Dynamics CRM as a platform with the potential to address these challenges.

Logan Consulting implemented a customized Microsoft Hosted CRM Online system, integrating third-party tools like Click Dimensions and Scribe. The solution provided advanced analytics, streamlined commission reconciliation, and enhanced call center operations. As a result, the broker grew from 12 to over 40 users, recovered over six figures in unpaid commissions, and dramatically improved customer retention. Logan Consulting's implementation provided the scalable and efficient system the business needed to expand into new states.