Client Relationship Management (CRM) System

CRM for Tracking and Forecasting Commissions and Sales

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The Customer is a California based multi-level organization with over 100 agents sales force in the field of insurance policy sales. The company represents over 1000 products and multi thousands of leads and clients. The main challenges the client faced included:

1. Managing the available leads, clients and potential sales information electronically and
2. Automatic calculation of potential and actual commissions at different agents’ level,
3. Domain specific agent information management and agent licensing process automation
4. Online Carrier and Product Management


Flux Technologies has offered a Multi-Level Marketing CRM solution for managing full sales life cycle and commissioning process of the insurance policies. The solution was designed to provide all the tools for agents and agencies for not only managing sales process but also for managing accounts and related opportunities, as well potential and paid commissions.

The CRM solutions consists of following modules:

- User Accounts
- Sales Opportunities Management
- Carriers and Products Management
- Potential and Existing Agents and Agencies Management
- Hierarchical Commission Management
- Sales, Commission and Report Management Dashboard

Each module consists of a portfolio screen which not only shows based on the user permissions the data he has access to, but also can filter the given results easily and search the needed data.


The main achievements of the platform include the following:

- The agents and agencies at any level are able to transparently see the actual and potential commissions as well as get user friendly reports on where the numbers where generated.
- Supervisors are able to keep the hierarchical track of all the teams sales and commissions status
- Make the necessary adjustments on the calculations
- Digitize the sales and agents information and put them into a single platform for better decision making

The productivity of the CRM system is ensured by:

- Referral links for managing automated hierarchies upon registration
- Several Membership Subscription types – giving possibility, upon monthly payment, explore advanced features of the application
- Potential and paid commission calculation
- Dynamic sales status tracking


Frameworks & Libraries:
PHP v5.6.21, Laravel 5.2 Framework, JQuery v1.11.4 , Bootstrap v3.2.0
Database: MySQL v6.0
Integrations: Facebook API, Google Analytics, Stripe API

Prospect Details

Team Hierarchy

Agents List

Client Relationship Management (CRM) System

CRM system is everything you need to organize, track, and nurture your leads and customers.
Manage your pipeline and speed up your sales team with the CRM system.

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Alvin Parra

President Strategic Choices Financial