Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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.

Description

You often find yourself dedicating excessive time to manually compute quotas and commissions using intricate spreadsheets, often long after the deals have been finalized, leading to frustration among sales representatives who are tired of waiting for slow reports and having to verify the outcomes themselves. Imagine the impact on your organization if this tedious manual process was automated, allowing commissions data to be delivered directly to the sales team in less than a day. What transformative effects could this have on your operations? By implementing a straightforward single-sign-on solution that integrates seamlessly with your Salesforce data, you could eliminate many of these challenges. This system would be designed to evolve in tandem with your business's growth, accommodating features like multi-currency capabilities and compliance with ASC 606 accounting standards. Additionally, it would provide ongoing operational support, ensuring a partnership that extends well beyond just the initial setup and onboarding phases. Ultimately, this shift could lead to increased efficiency and satisfaction within your sales team.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Microsoft Excel Yes 
Pipedrive Yes 
QuickBooks Cash Yes 
Salesforce Yes 
Xero Yes 
Zendesk Yes 
Zoho CRM Yes 

Integrations

HubSpot CRM No 
HubSpot Customer Platform No 
Microsoft Excel No 
Pipedrive No 
QuickBooks Cash No 
Salesforce No 
Xero No 
Zendesk No 
Zoho CRM No 

Pricing Details

$899 per month
Free Trial No 
Free Version No 

Pricing Details

Free
Free for up to 5 payees
Growth - $400 up to 20 payees
Scale - $1,500 per month for up to 50 payees
Enterprise - custom quote
Free Trial Yes 
Free Version Yes 

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 No 
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 No 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Commissionly

Founded

2018

Country

United Kingdom

Website

www.commissionlytracker.com

Vendor Details

Company Name

Concert Finance

Founded

2017

Country

United States

Website

concertfinance.com

Product Features

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 

Compensation Management

Bonus Management No 
Compensation Assessment Yes 
Compensation Calculation Yes 
Compensation Plan Modeling Yes 
Compensation Statements Yes 
Employee Reward Programs No 
Incentive Programs Yes 
Organizational Charting No 
Salary Planning 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 No 
Quote Management No 

Product Features

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 

Alternatives

Alternatives

SalesRepFielder Reviews

SalesRepFielder

Dire Syzygy