Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Automated commission tracking to ensure teams are productive and aligned. We believe hard work should be recognized and that there is a better way. All your data sources can be connected under one roof to enable real-time calculations every time. To get the best out of every team, you can build, preview, and launch a commission plan. To ensure everyone is motivated and aligned, share customized reports that are easy to understand. To run accurate, fast calculations, connect your data sources directly to our system. Automatically sync commission data across all teams to generate reliable calculations in real-time. Integrate your data source directly into our Commission system to save time each month in cleaning and collecting data. To provide reliable and accurate commission statements, run monthly commission calculations using the exact same data source each month. You don't need to manually enter data or make updates.
Description
Our insurance commissions calculation software saves you time and recovers profit from missed Medicare and other insurance lines.
Our insurance commission management software automates tracking missing payments and calculates all commissions, overrides and splits, overrides and bonuses.
Multiple carrier reports will automatically be converted into standard formats to allow you to extract useful reports from them.
Easily check discrepancies and errors and export these in report format.
API Access
Has API
API Access
Has API
Integrations
Microsoft Excel
Salesforce
Amazon Redshift
HubSpot CRM
HubSpot Customer Platform
Microsoft 365
MySQL
Pipedrive
PostgreSQL
QuickBooks Cash
Integrations
Microsoft Excel
Salesforce
Amazon Redshift
HubSpot CRM
HubSpot Customer Platform
Microsoft 365
MySQL
Pipedrive
PostgreSQL
QuickBooks Cash
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$899 per month
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
CaptivateIQ
Founded
2017
Country
United States
Website
www.captivateiq.com
Vendor Details
Company Name
Commissionly
Founded
2018
Country
United Kingdom
Website
www.commissionlytracker.com
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
Sales Enablement
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management
Sales Performance Management
Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory 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
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management