Case Study: Leading Insurer achieves fast, compliant broker commission management with Optymyze

Insurer Reclaims Ability to Manage Broker Commissions with Optymyze

Optymyze helped a leading insurer that was struggling to manage commissions for a 15,000‑broker channel as regulatory change and business growth exposed the limits of an inflexible legacy system. Business users couldn’t make routine or strategic commission changes, underwriting risk wasn’t tied to pay, compliance checks were manual or missing, and slow, error‑prone processes delayed payments and decisions.

Optymyze delivered a parameterized, user‑driven commission platform that links underwriting ratings to compensation, integrates third‑party license and appointment data to withhold pay for non‑compliant agents, and automates calculations and workflows. The result: business users can rapidly update rules, compliance is enforced automatically, data turnaround now occurs overnight, and incentive management, reporting, onboarding and change management are all significantly improved.