Compendium Insurance Brokers Manages its Life Department with SecureSheet

Raleigh, NC, June 16, 2015 – SecureSheet Technologies, LLC, a leading provider of multi-user online spreadsheetand web database solutions, today announced that Compendium Insurance Brokers has implemented the SecureSheet solution to help its organization manage the Life commission process for its financial advisors.

“Before Securesheet, the tracking of commission on a monthly basis for each advisor was cumbersome and prone to error. In addition, the generating of a monthly commission statement for each advisor was a tedious process”, says Justin Farry, Chief Financial Officer of Compendium Insurance Brokers. “With Securesheet, we now have a database of all our clients that links to each month’s commission statement. We set up rules to automatically calculate the commission for each advisor, and with the Secured Views feature, each advisor has real-time, online access to their, and only their, commission statement.”

“We are pleased that Compendium Insurance Brokers chose SecureSheet to help improve their business processes.” adds Mark Byrd, of SecureSheet. “Specifically, Compendium has automated and put control around what had been a manual spreadsheet process. Now the company is able to easily collect commission data from its insurers and process that data into commission statements for its advisors with the security and control necessary to ensure privacy and accuracy.”

About Compendium Insurance Brokers

Compendium Insurance Brokers (Pty) Ltd is a licensed financial services provider of short and long term insurance. Its mission is to provide innovative products, competitive rates and client service to enable its clients to manage their risk and build their wealth. To learn more, please visit Compendium at

About SecureSheet

SecureSheet Technologies, LLC is a privately held company which began in 2003 with a vision for creating a simple way for businesses to communicate more effectively. Leveraging existing technologies, and focusing on easy adoption for users, SecureSheet has transformed the ordinary spreadsheet into secure, multi-user, web based, business applications. To learn more, please visit us at

SecureSheet Author
About the Author—Joe Holland

Joe Holland is a co-founder and original developer of SecureSheet and has over 35 years of software development, implementation and business process expertise. Prior to starting SecureSheet, Joe was also a co-founder of Atlas Commerce, LLC, a leading provider of global sourcing technology for many Fortune 500 companies. Joe was also a manager and sales consultant for Systems & Computer Technology (SCT), as well as a software sales support manager for Accenture (formerly Andersen Consulting).