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Bonuses paid before verification. Clawbacks capped at 50%.
Super Claims Assist pays its reps a bonus for every claim file sent to a partner law firm, then waits one to three months to find out whether the claim was valid. Tracking those payouts, clawbacks, and caps on spreadsheets was difficult and error-prone. Visdum modeled the structure in a week, and now runs it automatically for 30+ reps.
20+ days
Saved during every payout cycle
Under 7 days
From start to a live commission process
30+
Sales reps on automated bonuses, clawbacks, and caps
Sales commissions at Super Claims Assist involved a multi-step process requiring collaboration with external partner firms and complex commission adjustment policies. Managing that entire process on spreadsheets was a challenge.
Story snapshot
The full story in 30 seconds
CompanySuper Claims Assist, an Australian firm helping people who cannot work due to health issues claim their TPD insurance lump sums.
IndustryInsurance. HQ Brisbane, Australia.
ChallengeAcquisition bonuses paid before partner law firms verify a claim, with unpredictable clawbacks and capping rules, all tracked on spreadsheets.
SolutionVisdum's no-code platform with advanced crediting and capping, approval workflows, and individual rep dashboards.
ResultMulti-step bonuses and capped clawbacks automated, real-time pipeline visibility for reps, and 20+ days saved every payout cycle.
Switched fromSpreadsheets, plus back-and-forth between RevOps and sales reps.
IntegrationsHubSpot (CRM)
ImplementationUnder 7 days
01 · The company
Super Claims Assist, an insurance claims firm in Brisbane
Super Claims Assist is an Australian firm dedicated to helping people who cannot work due to health issues find and claim their total and permanent disability (TPD) insurance lump sums. By guiding customers through the complex claims process, it helps them secure the financial support they need during difficult times.
The company is headquartered in Brisbane, runs a sales team of 30+ reps, and uses HubSpot as its CRM.
02 · The trigger
Why paying bonuses before verification broke the spreadsheet
Super Claims Assist pays its reps a fixed amount for each new client claim file sent to partner law firms. Those firms then take one to three months to verify whether the sale was a valid claim. The bonus is paid before anyone knows the answer.
That single fact drives the rest of the structure:
30+ sales reps
A fixed bonus for every claim file sent to partner law firms
1 to 3 months for a law firm to verify whether a claim is valid
50% cap on clawbacks against a rep's monthly commission
Event-based bonuses, such as earning a Google review
An external approver inside the sales process
When a law firm ultimately rejects a claim after the initial payout, the bonus has to be credited back or clawed back from the rep's future earnings. To keep reps earning, Super Claims Assist caps that clawback at 50% of the rep's current monthly commission. On top of that sit event-based bonuses, such as a customer leaving a Google review, which someone had to track and remember to pay on time.
The external approver made the volume of adjustments hard to predict for any individual rep, and reps had no centralized view of their expected earnings or the clawbacks coming against them. The result was constant back-and-forth between the RevOps team and the sales reps, which cost both teams time. Tracking and calculating these bonus, clawback, and capping rules on spreadsheets was extremely challenging and error-prone.
03 · The evaluation
What Super Claims Assist needed from a commission system
Super Claims Assist evaluated multiple vendors. Its requirements came straight from the problems above.
1A multi-step bonus that pays before verification.Reps are paid a fixed amount for each new client claim file sent to partner law firms, but those firms take one to three months to verify whether the sale was a valid claim. The system had to pay first and adjust later.
2Clawbacks with a hard cap.If a claim was ultimately rejected after the initial payout, that bonus had to be credited back or clawed back from the rep's future earnings, capped at 50% of the rep's current monthly commission so reps could still earn.
3Real-time visibility into pipeline and clawbacks.Without a centralized system, reps could not see their expected earnings based on the claims pipeline or the potential clawbacks against them, which drove constant back-and-forth with the RevOps team.
4Automatic tracking of event-based bonuses.Super Claims Assist also pays bonuses for specific events, such as a customer leaving a Google review. Because these were event based, someone had to track them and remember to pay them on time.
04 · The decision
Why Visdum
A proof of concept in a week settled it. After evaluating multiple vendors, Super Claims Assist selected Visdum based on a successful proof of concept that accurately modeled its unique incentive structure within a week.
Real-time visibility made it a clear choice. Visdum's ability to give reps real-time visibility into the entire process decided it. The platform handled the advanced commission process, the event-based bonus, the adjustment rules, and the capping.
The decision logic: The proof of concept had to prove the hardest part of the model, paying a bonus before a third party verifies the sale and adjusting it months later within a cap. Seeing that modeled accurately in a week answered the main risk before any commitment was made.
05 · The implementation
Modeled in a week, live in under seven days
Super Claims Assist implemented Visdum's no-code sales commission automation platform to model and manage its multi-step commission structure, event-based bonuses, and clawback process.
The capping rule took a simple configuration during setup. Visdum now automatically caps monthly adjustments at 50% of the rep's total commission earnings for the current month, matching company policy exactly.
The approval piece: Approval workflows inside the platform replaced the back-and-forth communication that used to run between the RevOps team and the sales reps, which saves both teams hours.
06 · What success looks like
Reps who can see what they will be paid, and what is at risk
Visdum replicates the full process: commissions are paid when a claim is first submitted, then adjusted for non-eligible sales one to three months later, with clawbacks capped automatically. Payouts are streamlined, and reps have transparency they did not have before.
Through individual dashboards, reps can now view their projected monthly earnings based on the claims pipeline, the amounts credited to them, and any applicable adjustments or clawbacks. Visdum's sales leaderboard has become a motivation tool for the team, instilling healthy competition and keeping reps pushing to achieve more.
With the core commission process automated, Super Claims Assist can now layer on additional incentives, such as bonuses for positive reviews, to motivate its top performers. The result is a commission process with transparency, speed, and flexibility, and a sales force with a clear line of sight to their earnings.
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