General Agency Insurance

Eliminate hurdles to profitable growth.

Xtiva provides a leading enterprise sales management system for brokerage general agency firms, delivering scale, long-term benefits and ROI across the whole organization.  From the simplest to most complex payout rules, carrier-direct pay or agency pay, exception-driven or semi-automated, DTCC networked or manual “check and app,” commission-based or fee-based, high transaction volume or high adjustments – when the exception is the rule, Xtiva delivers.  General agencies Count on Us^sm to handle the most challenging sales compensation management scenarios and deliver time-saving automation and decision support every day.

Xtiva improves insurance compensation management and sales tracking across whole life and variable insurance products – in addition to traditional securities brokerage products.  With policy, plan, and carrier-level tracking capabilities, Xtiva’s full range of insurance compensation management solutions for broker general agencies eliminates manual processes across complex business relationships and corporate hierarchies.

Broker general agencies can automate payout schedules across many insurance metrics, including polices, plans, carriers, policy year range, insured age range, face value range, premium range, premium type, state, policy effective dates and more, and they can consolidate and report on their entire book of business.

• Overcome operational challenges and achieve ROI for the long-run
• Maximize carrier relationships with better decision support tools
• Grow without increasing operations, reclaim multiple FTE resources
• Raise internal service levels for producers and managers
• Achieve long-term operations stability, flexibility and scale
• Provide better support for sub-broker general agency relationships
• Automate processing across whole life insurance metrics
• Automate policy, plan and carrier-level processing steps
• Consolidate whole life, fixed and variable insurance activity
• Improve control over retroactive changes and historical inquires
• Deliver more timely results with faster data reconciliations
• Go paperless with online blotters and commission statements
• Overcome daily operational challenges with insurance carriers
• Eliminate spreadsheets and “siloed” internal applications
• Increase scale for complex hierarchies and business relationships
• Reduce manual processes, errors and help-desk calls
• Streamline carrier commission processing and carrier overrides
• Develop more effective expense recapture programs
• Automate splits, overrides, grids and bonuses
• Save time every pay cycle and increase service to producers