You can't see your real commission until the supplier statement lands.
By then, the clawback has already happened. The contract is signed. The margin is gone. Your reporting tells you what went wrong — months after you could have done anything about it.
Book a free operational review Take the 2-minute diagnosticThe pattern we see in every broker we work with
If three or more of these sound familiar, your operation has the same blind spot the broker we worked with had.
- Your commission forecast is a hopeful number, not a defensible one.
- Suspense statements pile up because nobody has time to reconcile them line-by-line.
- Your admin spends most of the week loading supplier statements instead of talking to customers.
- Finance has one commission number. The CRM has another. Neither agrees with the supplier statement.
- Clawback shows up as a surprise — not as something you saw coming and priced for.
- You can see commission. You can't see which suppliers and products are actually making you money.
None of this is a staffing problem. It's a visibility problem. Your CRM was built to process transactions, not to show you what's quietly eating your margin.
What we found in one engagement
A Lancashire-based energy broker. Phase 1 of our work focused on commission reconciliation across the full supplier base. Three things came out of it.
Early results from one engagement. Labelled honestly: a real broker, real numbers, real outcomes — and a pattern we expect to see in any broker with 10+ suppliers.
The bigger outcome — and the reason this isn't just an audit
Anyone can find a one-off cash leak. That's not what we do.
What we built showed the broker which suppliers were systematically clawing back, which products were quietly underperforming once clawback was priced in, and which customer cohorts were carrying the most contract-term risk. All in one place. Backed by actuals, not assumptions.
That's the lens that changes commercial decisions. Supplier mix can be rebalanced. Pricing can carry the real risk premium. The forecast becomes something you can defend in a board meeting instead of hope your way through.
The £45k is the proof. The lens is the offer.
How we work — three stages
Same framework we apply in every engagement. Built for businesses with 10–25 staff who already pay for the systems they need but can't see across them.
See it before you change it
Reconcile what's already there. Commission, clawback, suspense, supplier statements, CRM data — surfaced into one picture. Patterns become visible. Decisions become possible.
Take the manual out
Inbound supplier statements processed and matched to template. Auto-loaded into the database and CRM. Clawback claim letters generated automatically. Admin stops typing and starts talking to customers.
Decisions, not just data
Live dashboards showing commission rates from every angle — supplier, product, cohort. The MD reads the dashboard. Doesn't become the dashboard.
What's in build for the broker right now
- Auto-processing of supplier commission statement emails, matched to template
- Auto-load to internal database and CRM in one pass
- Automated clawback claim letter module
- Manual checking reduced to exception handling only
"The benefits are not just cash.
They get time."
Find out what your operation is hiding
A 30-minute conversation. We'll look at your commission flow, your clawback exposure, and where your admin time is actually going. No pitch. No deck. If there's nothing there, we'll tell you.
Book a free operational review Or take the 2-minute diagnostic