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Description
EvolveICM serves as the incentive compensation management component of our SPM software, specifically designed for insurance carriers. This innovative solution streamlines the commission calculation process, allowing companies to save valuable time and resources that would otherwise be spent on manual calculations. By utilizing this module, you can effectively manage the performance of your sales channels while automating various tasks, implementing incentive programs, and much more. Tailored for insurance carriers and agencies that deal with intricate commission structures, such as those found in health insurance and Medicare, EvolveICM accommodates core, flat, percentage, or split commission models. Our commissions management software efficiently calculates these payouts on your behalf, transforming what used to be a time-intensive process into a swift operation. In fact, while traditional manual calculations could take several hours, our automated system accomplishes this in under ten minutes, even for substantial eight-figure payouts, ensuring that you can focus on growing your business instead of getting bogged down in calculations.
Description
If your commissions live in one tool, your rebates in another, and your chargebacks in a spreadsheet, finance ends up reconciling the same sale several times. incentX puts all of them on one spine: the ERP transaction.
incentX is an incentives and compensation platform. It reads invoices, sales orders, credit memos, and AP/AR lines directly from your ERP through pre-built, two-way connectors, with no middleware or data warehouse. Each transaction is evaluated once against every active program, including sales commissions, customer and supplier rebates, royalties, chargebacks, billbacks, and trade promotions. Approved results can post back to the ERP as GL entries or AP/AR records.
Native connectors typically sync in under five minutes, and anything without a connector can use the open REST API, flat files, or SFTP. incentX is SOC 2 Type II certified, encrypts data with TLS 1.2+ in transit and AES-256 at rest, and supports SSO through Okta and Microsoft Entra ID.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Acumatica Cloud ERP
No
Epicor Prophet 21
No
HubSpot CRM
No
Infor Distribution SX.e
No
Microsoft Dynamics 365
No
Microsoft Dynamics 365 Business Central
No
Microsoft Entra ID
No
NetSuite
No
Okta
No
QuickBooks Enterprise
No
Integrations
Acumatica Cloud ERP
Yes
Epicor Prophet 21
Yes
HubSpot CRM
Yes
Infor Distribution SX.e
Yes
Microsoft Dynamics 365
Yes
Microsoft Dynamics 365 Business Central
Yes
Microsoft Entra ID
Yes
NetSuite
Yes
Okta
Yes
QuickBooks Enterprise
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
200 per month
Growth Plan: $500 per month
Pro Plan: $1500 per month
Pro Plan: $1500 per month
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
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
EvolveNXT
Founded
2012
Country
United States
Website
evolvenxt.com/product/evolve-icm/
Vendor Details
Company Name
incentX
Founded
2018
Country
United States
Website
incentx.com
Product Features
Product Features
Commission
Affiliate Management
Yes
Agency Commission
Yes
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
Yes
Incentive Programs
Yes
Organizational Charting
Yes
Salary Planning
No
CPQ
2D Drawing
No
3D Modeling
No
Approval Workflow
Yes
Guided Selling
No
Product Configurator
No
Proposal Generation
No
Quotes / Estimates
No
Renewal Management
No
Self Service Portal
Yes
eCommerce
No
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
Yes
Territory Management
Yes
Sales Performance Management
Incentive Compensation Management (ICM)
Yes
Predictive Sales Analytics
Yes
Quota Management
Yes
Reporting / Analytics
Yes
Sales Coaching Analysis
Yes
Sales Gamification
Yes
Sales Performance Tracking
Yes
Sales Planning & Forecasting
Yes
Territory Management
Yes
