Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
QuotaPath creates ownership and accountability across revenue teams through automated tracking and compensation management.
Our platform offers revenue teams the ability to design fully customizable compensation plans, forecast commissions in real-time, and surface insights in dashboards.
RevOps, sales leaders and finance teams rely on QuotaPath to standardize comp plan creation and assignment, build custom quotas and acceleration tiers, export deal data and override earnings, create role hierarchies and permissions, and forecast revenue in real time.
Our CRM integrations with HubSpot, Salesforce, and Close push data into QuotaPath, offering users a seamless experience and up-to-date, accurate deal data.
Through our Payouts feature and finance tools, we’re helping operations, finance, and HR teams with the month-end close processes to audit, confirm, and process payouts.
API Access
Has API
Yes
API Access
Has API
Yes
Integrations
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Pipedrive
Yes
Salesforce
Yes
Zoho CRM
Yes
AccessOwl
No
Close
No
Copper
No
Gradient Works
No
Microsoft Excel
Yes
Integrations
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Pipedrive
Yes
Salesforce
Yes
Zoho CRM
Yes
AccessOwl
Yes
Close
Yes
Copper
Yes
Gradient Works
Yes
Microsoft Excel
No
Pricing Details
$899 per month
Free Trial
No
Free Version
No
Pricing Details
$15 per user per month
Sales compensation should be transparent and so should pricing. That’s why we’re the only sales compensation management system with pricing listed on our website and no minimum contract value. For smaller teams, our Essential package starts at $180 per seat for the year and includes custom plan building and payouts. For $480 per seat per year, QuotaPath Growth unlocks ASC-606 compliant accounting of commissions, leadership attainment boards, in-app collaboration for commission discrepancies and compensation plan sign-offs. With QuotaPath Premium, starting at $840 per seat per year, multi-source payouts eligibility and Okta SSO becomes available.
Free Trial
Yes
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
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
No
Vendor Details
Company Name
Commissionly
Founded
2018
Country
United Kingdom
Website
www.commissionlytracker.com
Vendor Details
Company Name
QuotaPath
Founded
2018
Country
United States
Website
www.quotapath.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
Yes
Commission Scheduling
Yes
Commission Tracking
Yes
Compliance Management
Yes
Flat Commissions
Yes
Incentive Programs
Yes
Multi-Tiered Commissions
Yes
Percentage Commissions
Yes
Sliding Scale Commissions
Yes
Split Commissions
Yes
Compensation Management
Bonus Management
Yes
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
No
Sales Analytics
Collaboration Tools
No
Dashboards
No
Forecasting Analytics
No
Ideal Customer Profile (ICP)
No
Lead Analytics
No
Pipeline Management
No
Predictive Forecasting
No
Predictive Lead Scoring
No
Sales Intelligence Reporting
No
Sales Engagement
CRM Integration
Yes
Call Scripts / Call Steps
No
Email Sequences
No
Email Tracking / Automation
No
Lead Management
No
Reporting / Analytics
No
Sales / Voice Dialer
No
Sales Automation
No
Search
No
Task Management
No
Templates
No
Workflow Management
Yes
Sales Forecasting
Competitor Analysis
No
Correlation Analysis
No
Dashboard
Yes
Dynamic Modeling
No
Exception Reporting
No
Graphical Data Presentation
No
Modeling & Simulation
Yes
Performance Metrics
Yes
Sales Trend Analysis
No
Statistical Analysis
No
Sales Performance Management
Incentive Compensation Management (ICM)
Yes
Predictive Sales Analytics
No
Quota Management
Yes
Reporting / Analytics
No
Sales Coaching Analysis
No
Sales Gamification
No
Sales Performance Tracking
Yes
Sales Planning & Forecasting
Yes
Territory Management
No
Sales Tracking
Activity Dashboard
Yes
Alerts / Notifications
No
Appointment Scheduling
No
Call Logging
No
Comments / Notes
No
Custom Reports
Yes
Document Management
No
Email Templates
No
Interaction Tracking
No
Lead Management
No
Lead Scoring
No
Pipeline Management
No
Reporting / Analytics
No
Task Management
No