Scale Revenue Without
Back-Office Drag.

KosmosDX helps insurance, healthcare, call center, and sales-led teams take control of the back-office work behind growth by managing the workflows, reporting, commissions, and day-to-day processes that keep revenue moving.

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Problems We Solve

Where Back-Office Operations Break Down

Revenue rarely leaks from one place. It slips through the gaps between systems, teams, carriers, enrollment platforms, call flows, spreadsheets, and commission reports. When everything lives in too many places, teams spend more time chasing the work than moving it forward.

KosmosDX helps close those gaps with clear ownership, better visibility, and stronger operational control, so your team can focus on growth instead of managing the mess behind it.

Teams often work across misaligned tools, so records, updates, and context eventually drift apart.

Revenue starts to break down when disconnected tools, duplicate records, and inconsistent data become part of the daily process. KosmosDX helps manage the back-office environment so information moves cleanly, actions stay aligned, and revenue-critical work does not get lost between systems.

Commission work gets messy when sales, policy status, carrier records, Book of Business updates, and payout reports do not line up.

Revenue trust breaks down when teams cannot clearly see what is active, what is pending, and what still needs review. KosmosDX helps bring more structure and visibility to commission-related work so teams can track issues earlier and reduce payout confusion.

Important work slows down when teams rely on spreadsheets, inboxes, repeated follow-up, and people remembering every next step.

Manual work does not just waste time. It creates missed updates, inconsistent execution, and more room for error. KosmosDX helps replace repetitive back-office work with clearer workflows that keep tasks, updates, and ownership easier to manage.

Revenue-critical work often moves between sales, service, support, enrollment, carriers, and operations.

When ownership is unclear, work gets stuck between steps. KosmosDX helps create cleaner handoffs so teams know who owns the next action, where the work stands, and what needs to happen next.

Leaders may see pieces of activity, but not enough to know what is working, what is stuck, or what needs attention.

Revenue becomes harder to manage when reporting is scattered across systems and teams. KosmosDX helps create clearer visibility so leaders can spot issues earlier, make better decisions, and operate with more confidence.

We Turn Back-Office Complexity Into Cleaner Execution

KosmosDX organizes the systems, workflows, reporting, commissions, and follow-up that keep revenue moving, so teams can operate with more clarity, control, and accountability.

Managed Back-Office Ops for Revenue Growth

KosmosDX designs, runs, and improves the back-office systems behind sales, service, commissions, reporting, CRM, call routing, and workflow execution.

Nick Poe, Vice President of Technology and
Nick Poe

VP of Technology & Product

“We build the systems that let you scale without losing control.”

“Most companies don’t need another strategy deck. They need operations that actually work. KosmosDX was built by operators who have seen what breaks at scale, and we help teams bring structure, visibility, and accountability to the work that drives revenue.”

Back-Office Workflow Management

We take ownership of critical workflows so your team is not stuck managing constant fire drills, unclear handoffs, and repeated follow-up.

Reporting & Visibility

We give leaders visibility across activity, performance, commissions, service, and operational health before small issues become larger problems.

Continuous Improvement

We continue refining workflows, reporting, automation, and execution as the business changes, so the operation does not fall behind growth.

Revenue Support Systems

We build the systems behind sales, service, commissions, reporting, and follow-up so revenue-critical work moves with more control.

Workflow & Automation Design

We replace repetitive manual work with structured workflows and automation built around how your team actually operates.

Plan Allies Decision Support

Where applicable, Plan Allies gives teams better guidance, visibility, and decision support while work is happening, helping people execute with more confidence.

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What Changes with KosmosDX

When revenue operations are built on stronger systems, teams work with more clarity, less friction, and better control.

Back-Office Visibility

See leads, enrollments, commissions, calls, and follow-ups more clearly before issues become revenue loss.

Less Manual Chasing

Reduce spreadsheet dependence and repeated follow-ups with streamlined processes.

Cleaner Execution

Create stronger handoffs, clearer ownership, and more reliable performance for revenue growth.

Discover Where Back-Office Drag Is Slowing Growth.

Share a few details about your systems, workflows, and operational friction. The KosmosDX team will review the request and follow up with the right next step.

What back-office issues should we look at first?*

Book a Free Demo

Choose a time to talk through the back-office workflows, systems, reporting, commissions, or handoffs that are creating drag in your operation.

Get the Services Packet

See how KosmosDX helps teams clean up the back-office work behind growth, including workflows, visibility, reporting, commissions, and execution support.

Includes a practical overview of where operations break down, how KosmosDX helps, and what a first engagement can look like.

Find Out where your business could Be Growing.

Get in touch and our team will help you discover the best path forward.

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