Performio
41 Case Studies
A Performio Case Study
Lifesearch, one of the UK's largest protection insurance brokers, faced challenges with its manual, spreadsheet-driven commission process. This system was prone to errors, slowed down payout cycles, and prevented the company from introducing on-risk pay for its advisers. To modernize its incentive compensation, Lifesearch turned to Performio's specialist platform.
By implementing Performio, Lifesearch automated its complex commission rules and successfully introduced on-risk pay. The results included reducing adviser payout cycles from 6-8 weeks to around 4 weeks, providing real-time visibility into earnings, and updating commission plans 50-75% faster. Performio delivered a more controlled and transparent process that improved accuracy and adviser engagement.