Case Study: a California-headquartered insurance brokerage achieves compliant commission processing with RJ Reliance

Insurance scales commission compliance across 20+ states with RJ Reliance

The customer, a California-headquartered insurance brokerage, faced a significant challenge in accurately calculating commissions for its producers across more than 20 states. Their off-the-shelf system could not reliably handle the complex intersection of drawdown reconciliations, FLSA regular rate calculations for non-exempt staff, and California-specific commission laws, creating substantial compliance risk. RJ Reliance was engaged to address this critical need.

RJ Reliance designed and built a custom commission calculation engine fully integrated with ADP for payroll. This solution systematically handled multi-period drawdown reconciliations, ensured FLSA compliance, and applied California's specific earning and payment rules. The outcome was a scalable system that drastically reduced the brokerage's compliance exposure and provided a reliable platform for its continued growth.