Case Study: Midwestern Insurance Agency streamlines commissions processing with Logan Consulting and Microsoft Dynamics 365 CRM

Midwestern Insurance Agency streamlines commissions for 40+ carriers with Logan Consulting

The client, Midwestern Insurance Agency, faced a significant challenge in processing insurance policy commissions. Their existing off-system solution, built on Access and Crystal Reports, was cumbersome and raised security concerns. They engaged Logan Consulting to explore moving this entire process into their existing on-premise Microsoft Dynamics 365 CRM system to streamline operations and improve security.

Logan Consulting designed and implemented a comprehensive solution within Microsoft Dynamics CRM, utilizing Scribe Insights for automated data import and developing custom SSRS reports for variance analysis and producer payments. The results included a fully integrated commission processing system with predefined import templates, rules-based processing, and reliable tools for handling rejected records. This provided Midwestern Insurance Agency with a secure, well-documented process that minimized manual data manipulation and leveraged familiar CRM tools for advanced analysis.