Case Study: WestCorp Financial Service achieves automated, accurate commission and split calculations with QCommission

WestCorp Financial Service - Customer Case Study

WestCorp Financial Service, an employee benefits and retirement services firm headquartered in Folsom, CA, faced a complex commission environment where payouts varied by carrier, number of reps on a deal, and included account manager overrides and company commissions. Carrier statements arrived as printed reports that didn’t identify agents, forcing WestCorp to manually enter transactions into Excel and match policies to agents — a slow, error-prone process. To automate and streamline their commission calculations, WestCorp selected QCommission.

QCommission’s implementation team configured the system to reflect WestCorp’s intricate plans, handling both W‑2 employees and 1099 agents and delivering a sample statement quickly. QCommission automated overrides and company commissions (without needing them specified on each transaction), displayed accurate split counts and commission amounts, and removed the need for manual Excel updates — resulting in faster, more accurate statements and strong user satisfaction from WestCorp’s office manager, Alexis Blagg.

WestCorp Financial Service

Alexis Blagg

Office Manager