From Disorganized to Data-Driven: How Optimized Health Plans Found Hidden Revenue
Client: Optimized Health Plans
Industry: Independent Health Insurance Agency
Services Provided: Data automation, CRM reporting, commission reconciliation, and performance insights
Project Timeline: Ongoing (2021)
Residual income is the backbone of success in a health insurance agency. When that income stream is unknowingly disrupted then those earnings quietly disappear. Optimized Health Plans partnered with Datable Consulting to identify and fix these issues, ultimately protecting their revenue and restoring the steady flow of residuals.
The Challenge
Optimized Health Plans, a growing independent health insurance agency, was facing common yet costly challenges:
Unreliable commission tracking: Difficulty identifying which active clients in their CRM were still on the books and generating revenue.
Manual processes: Regular reports and processes were time-consuming and prone to error.
Limited visibility: Leadership lacked a streamlined way to measure agent performance, client retention, and identify growth opportunities from their CRM data.
Despite a strong team and loyal clients, they knew that improving backend systems and visibility into their book of business could unlock significant revenue and time savings.
The Solution
Optimized Health Plans partnered with Datable Consulting to design a streamlined, scalable solution. Key initiatives included:
Custom Commission Audits: Matched CRM client data to carrier-level commission data, identifying discrepancies and lost revenue opportunities.
Client Re-engagement Lists: Created real-time target lists of clients in the CRM no longer active on the books—helping agents follow up and re-capture revenue.
Automated Reporting: Set up monthly reporting processes to track client retention, agent productivity, and individual commission totals—giving the agency clear visibility into performance and growth opportunities.
CRM Optimization Strategies: Analyzed reporting data to identify gaps and inefficiencies, then recommended CRM updates and automations to improve data accuracy, streamline workflows, and enhance the client experience.
The Results
Optimized Health Plans partnered with Datable to build automation systems and re-engagement workflows that improved client retention and operational efficiency. Over a 4-year period, these systems helped the agency scale significantly—by enabling agents to focus more on revenue-driving activities and reducing client churn.
82% growth over 4 years. Fastest growth period in company history.
24% of the current client base retained through Datable-powered client targeting lists and re-engagement workflows.
120+ client commissions retained within the first year.
80+ hours of manual work saved weekly across the agency through commission tracking and agent commission reporting automation.
“Working with Datable has been a total game-changer for us. We knew there were leaks in our system—clients in our CRM who weren’t showing up in our commissions—but we didn’t know how to find or fix them. Datable came in, built a process to uncover those missing commissions, and set up automations that now save us a ton of time & money.”
— Zac Lovingier, Optimized Health Plans
How Can Datable Consulting Help Your Agency?
Datable Consulting specializes in helping health insurance agencies unlock hidden revenue by identifying and re-engaging inactive clients, automating commission tracking, and delivering customized, actionable insights that save you time and boost your bottom line. If you’re ready to streamline your operations, recover lost commissions, and empower your team with smarter data-driven strategies, let’s talk.
Get in Touch with Datable Consulting Today
Reach out to us to schedule a discovery call and learn how Datable can tailor solutions specifically for your agency’s needs. Together, we’ll uncover opportunities, simplify your workflows, and help you grow your business with confidence.
