Broker Operations Team Backlog Handling Commission Reconciliation Requests

$50,000–$200,000+ per year in broker operations and finance labor for carriers or large agencies, driven by hundreds to thousands of manual reconciliation cases annually (10–30+ hours per week of high-cost staff time) plus the indirect cost of delayed broker payments and broker dissatisfaction. • For carriers and large agencies with hundreds to thousands of monthly broker inquiries, manual reconciliation investigations consume the equivalent of 0.5–2+ FTEs in operations labor, translating into roughly $25,000–$150,000 per year in avoidable payroll and opportunity cost, plus downstream revenue risk from broker dissatisfaction.

Operations staff manually investigate each inquiry by pulling carrier commission statements, downloading or exporting data, cross-referencing against AMS/CRM/GL records, and then reconstructing the earning logic in spreadsheets and email threads to explain the outcome back to the broker. • Ops analysts manually pull carrier commission statements, cross-check against broker contracts and internal policy data, and then explain outcomes back to brokers using ad‑hoc spreadsheets, email threads, and internal notes instead of a unified, self-service reconciliation view.