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Description
AgencyBloc's Plus Suite offers a comprehensive set of tailored solutions for health, senior, and benefits agencies, enabling them to streamline their data management, maintain compliance, automate processes, and enhance client and policy management, ultimately facilitating a smoother path to sustainable growth while overcoming various obstacles. This innovative platform is designed specifically to cater to the unique needs of the insurance industry, ensuring agencies can thrive in a competitive landscape.
Description
Commissionly is a cloud based sales commission and compensation solution for ISO's FMO's, Insurance Brokers, Merchant Services Companies, Financial Services and Education, Telecoms and Energy Companies.
The Commissionly platform can calculate commission on initial contracts and on residual payments.
Data
Custom Data templates allow multiple data formats to be imported with ease. Data can be altered by supplier to adjust the commissionable value to be applied to the commission plans.
Our API can be used to import data direct from open platforms.
Commission Hierarchy
Assign downline agents and split values automatically based on Transaction data such as ID, Customer, Policy Number, MID number or any other unique identifier.
Access to downline information in the system can be controlled by role.
Additional data can be added to imported data through the creation of lookup tables.
Reporting
Custom reports can be created to fit the requirements of the business.
Unpaid Commissions
Closed deals that have nit yet reach a commissionable status can be calculated for planning and accruals.
Future Commissions
Our built in future commission report can use contract terms to calculate future commission revenue for the business
API Access
Has API
API Access
Has API
Integrations
Zapier
Ease
Employee Navigator
Five9
Gmail
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
HubSpot Sales Hub
Insightly
Integrations
Zapier
Ease
Employee Navigator
Five9
Gmail
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
HubSpot Sales Hub
Insightly
Pricing Details
$109.00/month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
AgencyBloc
Founded
2008
Country
United States
Website
www.agencybloc.com
Vendor Details
Company Name
Commissionly.io
Founded
2018
Country
United Kingdom
Website
www.commissionly.io
Product Features
Commission
Affiliate Management
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Insurance Policy
Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management
Quoting
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management
Product Features
Commission
Affiliate Management
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions
Compensation Management
Bonus Management
Compensation Assessment
Compensation Calculation
Compensation Plan Modeling
Compensation Statements
Employee Reward Programs
Incentive Programs
Organizational Charting
Salary Planning