Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Empower your brokerage with the ability to collaborate digitally and oversee your back office tasks from any location. CommissionTrac serves as the ultimate platform for managing all aspects of your business, from tracking deal pipelines and opportunities to processing commission payments, while also allowing you to build your own internal database of comparisons. Equip your principals, agents, and back office staff with the resources needed to run a productive and profitable operation without the hassle of sifting through spreadsheets and paper documents. Say goodbye to traditional spreadsheets and paper forms for managing your pipeline and new deals. With CommissionTrac, everything is centralized, eliminating the need for redundant data entry. The platform offers streamlined workflows for your agents and back office personnel, enhancing productivity and profitability for all users. By fostering transparency, organization, and efficiency, CommissionTrac provides a comprehensive solution that integrates the agent's deal pipeline with back office automation and reporting, ensuring that every aspect of your brokerage runs smoothly and efficiently. This all-in-one approach to management not only simplifies processes but also drives better decision-making across the board.
Description
Introducing the only enterprise-level commission management system specifically designed for the Insurance sector. With a robust background of over three decades in technology and insurance, he has committed himself and his organization to empower and motivate clients towards growth by leveraging innovative technology and outstanding service. For the past 18 years, we have closely examined commission workflows, collaborating directly with CEOs, COOs, and commission teams from various insurance agencies, BGAs, and IMOs. Throughout this period, we have identified that agencies focused on growth, such as yours, often become ensnared in common pitfalls linked to the commission process. These pitfalls can significantly create bottlenecks, hinder growth, and lead to missed opportunities for profitability. In the year 2000, he established a company named SPI Software Solutions, which was later rebranded as GreenWave, aimed at delivering software and consulting services to sectors including banking, finance, insurance, manufacturing, and law enforcement. Our extensive experience uniquely positions us to help insurance agencies navigate these challenges and thrive in a competitive market.
API Access
Has API
Yes
API Access
Has API
No
Integrations
CompliantPro
No
QuickBooks Online
No
Salesforce
No
Pricing Details
$60 per month
Free Trial
No
Free Version
No
Pricing Details
$55 per month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
CommissionTrac
Founded
2016
Country
United States
Website
commissiontrac.com
Vendor Details
Company Name
GreenWave
Founded
2000
Country
United States
Website
greenwavecommissions.com
Product Features
Accounting
Accounts Payable
No
Accounts Receivable
No
Bank Reconciliation
No
Billing & Invoicing
No
CPA Firms
No
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
No
Fixed Asset Management
No
Fund Accounting
No
General Ledger
No
Government
No
Multi-Currency
No
Nonprofits
Yes
Payroll Management
No
Project Accounting
No
Purchase Orders
Yes
Tax Management
No
Commission
Affiliate Management
No
Agency Commission
No
Commission Calculations
No
Commission Scheduling
No
Commission Tracking
No
Compliance Management
No
Flat Commissions
No
Incentive Programs
No
Multi-Tiered Commissions
No
Percentage Commissions
No
Sliding Scale Commissions
No
Split Commissions
No
Product Features
Commission
Affiliate Management
Yes
Agency Commission
No
Commission Calculations
Yes
Commission Scheduling
No
Commission Tracking
No
Compliance Management
Yes
Flat Commissions
No
Incentive Programs
No
Multi-Tiered Commissions
Yes
Percentage Commissions
No
Sliding Scale Commissions
No
Split Commissions
Yes
Insurance Agency Management
Claims Management
No
Commission Management
Yes
Contact Management
Yes
Document Management
No
Insurance Rating
No
Life & Health
Yes
Policy Management
Yes
Property & Casualty
Yes
Quote Management
No