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Rahul Jain

Case Study, Multi-level insurance agency, Zoho CRM

How we built a policy-level commission engine in Zoho CRM for a multi-level insurance agency

A multi-level insurance agency needed every policy to know who earns what, at which rate, as of the day it was written. We built a commission engine inside Zoho CRM that freezes hierarchy and rates per policy and rolls carrier payments into live totals.