For agencies, GAs & scaling producers
Run the agency. We'll run the back-office.
Commission reconciliation, contracting, licensing, CRM, and compliance — the unglamorous machinery that decides whether your agency scales or drowns. We operate it as a service so your producers sell and you keep every dollar you're owed.
Momentum, conserved · the machinery keeps moving
What we run for your agency
The back-office, operated as a service
Everything between the sale and the deposit — done by a team that does only this, so your leaders stop being the bottleneck.
Commission Reconciliation
We match every carrier statement to every policy, chase missing and short-paid commissions, and reconcile downline splits so nothing you earned goes uncollected.
Contracting Operations
We run agent contracting end to end — kit collection, carrier submission, appointment tracking, and writing-number setup — so producers reach ready-to-sell in days.
Licensing & Compliance
License and CE tracking, appointment renewals, E&O monitoring, and audit-ready records so a lapsed credential never quietly kills a producer's ability to write.
Agency CRM, Configured
We stand up and configure your CRM — pipelines, automations, hierarchy, reporting — and keep it clean so leadership sees real production data, not guesses.
Onboarding & Hierarchy
New-agent onboarding workflows, hierarchy and split management, and a single system of record so your org chart and your commissions always agree.
Reporting & Chargeback Control
Production dashboards, persistency and chargeback tracking, and month-end reporting so you manage the agency on numbers instead of on hope.
Services we run
Every back-office function, operated for your agency
Pick the pieces that hurt most or hand off the whole operation — each service runs to your hierarchy and stays scoped to your organization.
Commission Reconciliation
Line-by-line matching of every carrier statement to every policy and downline split, with short-pay and missing-commission recovery.
Explore service →Carrier Contracting & Appointments
End-to-end agent contracting — kit collection, batch carrier submission, appointment tracking, and writing-number setup.
Explore service →Licensing, CE & E&O
License and continuing-education tracking, appointment renewals, and E&O monitoring with alerts before anything lapses.
Explore service →Agency CRM & Tech Stack
CRM setup and ongoing configuration — pipelines, automations, hierarchy, and reporting — kept clean so the data stays trustworthy.
Explore service →Compliance & Audit Support
Audit-ready producer records, document retention, and carrier-review support so a compliance request never becomes a fire drill.
Explore service →Bookkeeping & Commission Payouts
Downline payout calculation, split accounting, and month-end commission bookkeeping reconciled to what carriers actually paid.
Explore service →Free agency tools
Run your own numbers first
Four client-side calculators for agency principals — ROI, lead economics, commission splits, and book value. No signup, no data leaves your browser.
Agency ROI
Annual commission revenue vs. back-office cost, as a percentage and an ROI figure.
Open calculator →Lead Cost & CPA
Cost per acquisition and the break-even close rate for any lead source.
Open calculator →Commission Estimator
Agent commission and agency override from premium, comp %, and override %.
Open calculator →Book Value Estimator
An estimated value range for a book of business from renewals, retention, and multiples.
Open calculator →How onboarding works
Off your plate in three steps
We map, migrate, and run — you keep control and visibility.
Map your operation
We review your carriers, hierarchy, CRM, and current process to find the leaks and the bottlenecks.
Migrate & configure
We stand up reconciliation, contracting, licensing, and CRM to your structure and import your book cleanly.
We run it, you see it
Your back-office runs day to day while dashboards give leadership real-time production, commission, and compliance visibility.
From agency owners
Leaders who got their time back
“First reconciliation Meridian ran, they found $47,000 in short-paid and missing commissions across our downline that we'd have never caught. That paid for the service for two years in one month.”
“I was personally contracting every new agent and it was killing our growth. They took it over and our ready-to-sell time dropped from three weeks to four days. We doubled recruiting.”
“For the first time I can see real production and persistency by agent without building a spreadsheet at midnight. I actually run the agency on data now.”
Agency questions
What agency owners ask us
Do you replace or work with our existing tools?
How does commission reconciliation actually work?
Can you speed up our agent contracting?
How do you handle licensing and E&O?
Is our data secure and kept confidential?
What size agency is this for?
About the firm
Built by operators, for operators
Meridian Contracting Group was founded in Austin, TX by Marcus Ellery after eleven years running operations inside a fast-growing IMO. We do exactly one thing: run the unglamorous back-office machinery — reconciliation, contracting, licensing, CRM, and compliance — that decides whether an agency scales or stalls.
Next step
Stop being your agency's bottleneck.
Hand off reconciliation, contracting, licensing, CRM, and compliance to a team that does only this — and get back to recruiting and selling. Book a walkthrough at no cost.