WestCorp Financial Service Inc. provides solutions and expertise in employee benefits, business continuation, qualified or non-qualified benefits, executive benefits and retirement, providing the right resources from a comprehensive spectrum of products and services.  They are headquartered in Folsom, CA, USA.

WestCorp had a very distinctive commission plan for their sales reps. They were paying commissions differently based on the commissions they receive from different carriers and on the number of reps that worked on a particular deal. In addition to the commissions, the account manager and the company (WestCorp) also received overrides and commissions respectively.

Each carrier normally sent a printed report in the mail with commission payments to WestCorp. In this statement, the carriers did not identify the agents that were involved in the transaction. All of the transactions from the report were then entered manually in Excel and then updated with the agent names by referring to the policies to determine which agents will get what percent of credit. All of these were manually done and it was very time consuming, making it very difficult to get accurate commission calculations.

Alexis Blagg, a Manager at Westcorp, wanted to automate their commission solution and decided to go with QCommission as it could handle all of the challenges comfortably. After having a couple of discussions with the sales rep she was convinced that QCommission was the right solution to their problem.

The QCommission implementation team understood the complexity of the customer’s plans during the kick off meeting and started configuring the plans. QCommission had to be set up in such a way that it had to calculate commissions for both W2 employees and 1099 agents. Within a very short amount of time, the team delivered a sample statement including overrides and company commissions. ” Alexis said.

“I like the way the statement shows the number of splits on the transactions with the correct commission amounts. I will definitely recommend this solution to others,” said Alexis.

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“I was very happy to see those results. I could see overrides and company commissions being calculated without having to specify them in the transactions. I like the way the statement shows the number of splits on the transactions with the correct commission amounts. I will definitely recommend this solution to others”.

Alexis Blagg-Office Manager
Westcorp Financial Service, Inc.