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Campaign Studio - from idea to ROI, all inside QMIN

Create, launch, steer, and settle every sales campaign in one seamless flow.

Campaign Studio dashboard showing 342 qualified agents, $2.5M budget, $1.85M spent, 24.3% sales increase, weekly performance trend graph, budget spend bar chart from Jan to Jun, high-performing campaign details, and recent payouts.
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Dynamic incentives deserve better than scattered spreadsheets.

QMIN’s Campaign workspace lets insurers create, launch, steer, and settle every promotion in one continuous flow, whether you're driving agent recruitment, spotlighting a new rider, or rewarding long-term persistency.

See our story
User interface card showing Persistency Boost Drive campaign with $62,000 out of $80,000 budget used, qualifications for sales over $50k and persistency rate above 90%, rewards of $1000 and $725, and an active toggle for automating rewards and payouts. Surrounding labels: Campaign creation, Approve campaigns, Monitor performance, Automate payouts, and Simulate costs.

Launch smarter campaigns

What a campaign means in insurance

A campaign is a time-boxed incentive that nudges agents or sometimes customers, toward high-value behaviour.

Think of a 90-day new-agent fast start, a three-week push for a flagship product, or a six-month bonus tied to 13-month persistency.

Insurers need campaigns because they are the fastest, lowest-friction way to drive specific, goal-oriented behaviours in the field.

Create campaign interface showing Annual Convention campaign with $50,000 budget, line graph of simulated costs, and spending details including €42,860 fully paid base commission for Agent 1 and €18,240 processing campaign persistency reward for Agent 2.

Track What Matters

No more chaos, errors or delays

You can’t keep rewriting the core commission grid or permanent bonus plan every time priorities shift, campaigns add a flexible, controlled layer that lets you steer distribution dynamically.

Most carriers still design and track these drives in Excel, which hides errors, delays insight, and leaks money.

QMIN replaces that chaos with a governed, data-driven engine that brings design, simulation, live monitoring, and payment onto one screen.

Comparison of Excel sheets causing chaos, errors, delays, and money leaks versus streamlined process with design, launch, tracking, and reward payouts.

Built for enterprise-grade scale, speed, and security.

Designed to support high volumes of agents, products, and payout complexity.

Flexible data models that adapt to your hierarchy, plan logic, and workflows.

Works alongside your existing policy admin and CRM stack.

Easily test incentive rules and publish updates with confidence.

Step 1 : Design in Minutes

Start campaigns the moment inspiration hits.

Launch-ready in less time than it takes to build a spreadsheet.

When you press “New Campaign,” QMIN opens a guided, business-friendly form where you can set objectives like recruitment, persistency, or cross-sell, define eligible channels, configure budgets, and validate logic as you type. No copy-pasting. No messy templates. No IT bottlenecks.

Step 2 : Simulate Before You Spend

Play with assumptions, preview results, and replay real-world data.


Slide participation or uplift estimates to see how they impact cost, premium, and ROI. Then replay the entire campaign using last year’s numbers to check if it would’ve actually worked.

Every version is saved and auditable, perfect for finance signoff and risk review.

Step 3 : Guard Every Dollar

Live controls that protect budget without slowing momentum.

QMIN continuously monitors spend against the hard cap you set during design. A velocity index warns if burn rate is off-track, turning amber or red.

With a single click, you can pause the campaign, adjust reward levels, or extend the timeline no engineering required.

Step 4 : See the Story Unfold

Real-time dashboards show exactly what’s working and what’s not.

Qualification counts, spend pace, ROI, product mix, regional lift, updated every few minutes. A visual health score blends profitability, momentum, and quality into one glanceable gauge.

Agents and managers see their individual earnings build in real time, keeping motivation and transparency high.

Step 5 : Learn the Moment It Ends (and Beyond)

Post-campaign analysis without the usual wait.

When the campaign ends, QMIN auto-generates a full post-mortem, extra premium, new recruits, retention metrics, lapse risk, and ROI. But it doesn’t stop there.

The system keeps tracking those policies and recruits for months, flagging churn and quality dips to help you course-correct your next campaign.

Step 6 : One Seamless Workflow

No more bouncing between tools or departments.


From campaign idea to payout, every step, scenario modeling, approvals, launch, monitoring, and reward disbursement, happens in one governed flow. Leaderboards update instantly.

Finance gets audit trails and journal files. Everyone stays aligned and in sync.

Step 7 : Payments, Compliance, and Audit - Automated

Let the platform handle the financial plumbing.


QMIN shows live reward counts, payout statuses, batch schedules, and total campaign cost, all in one dashboard. Every payout line traces back to the original policy, complete with GL codes and tax info.

Files flow directly into SAP, Oracle, or Workday, so finance can reconcile in real time.

Create campaign form showing campaign name Annual Convention, duration 5 months, budget slider set to $80,000, qualifications including sales over $50,000 and persistency rate over 90%, rewards listing $1000 and $725, with a purple Launch campaign button.User interface showing adjustable sliders for Expected participation rate at 75%, Qualification Success Rate at 40%, and Additional Sales Lift at 20%, with a button labeled 'Run impact analysis' and a background line chart titled 'Simulate costs'.Budget Utilization Progress dashboard showing $62,000 spent out of $80,000 with a progress bar, monitoring burn rate indicator with green dot, and a line chart comparing actual and projected burn rates highlighting a critical spend of $8,000 with an option to pause campaign.Campaign dashboard showing agent earnings of $6,450 for Annual Convention with tabs for product mix, regional performance, health analysis, and spend pace; bar chart highlights Northeast region sales at $123,000.Dashboard showing post campaign analysis with policy tracking on, $12.4M premium generated, 7,860 new policies issued, 4.7x ROI, 86.7% persistency, 412 new agents onboarded, $235 cost per policy, and NE Region as best performing region.Flowchart showing steps in a consolidated governed platform: Campaign creation, Simulate, Approval and launch, Live monitoring, Automated payouts.Client portal showing original policy with GL Codes and Tax Info buttons, payout processing toggle, and commission details for Agent 1 fully paid $1580 and Agent 2 scheduled $725.
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See it. Use it. Believe it.

Drag simulation sliders, pause live campaigns, or inspect agent rewards, all from a single screen.

It takes five minutes to see how QMIN turns promotions into profit levers.

Dashboard showing Annual Convention campaign with a 43% qualification success rate slider, a button to pause the campaign, and a simulate costs button. Below, a rewards and payouts section lists three agents—Ashley T. awarded $8,560 on 10/09/2025, Frank S. awarded $5,450 on 24/08/2025, and Tom G. awarded $4,890 on 6/10/2025—with their profile pictures.
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Results insurers care about

Rules live in hours - not weeks

20-30%
Lower fraud & leakage
60-80%
Fewer manual workflow steps
30-40%
Cut in incentive management costs
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Modern incentives, zero guesswork.
See QMIN in action.