Alternatives to Commission Tracker

Everstage is the #1 rated no-code sales commission platform that automates your entire commission process. It removes the work from your Ops & Finance teams and offers gamified incentives to your customer-facing teams. Trusted by public companies and enterprises worldwide- across industries like SaaS, Business Services, Financial Services, Insurance, Real Estate, Life Sciences, Manufacturing, Staffing and more. The Everstage plan designer can be customized to suit your plan structure. All this in an intuitive and simple-to-use design format. Everstage allows you to create and manage quota. You can customize quota measurement periods, assign multiple categories of quota, and set up ramp structures. There are no restrictions. No more back and forth context on change requests. With Everstage, you can manage exception requests, queries, and approvals with a complete audit trail. You can track and manage the performance of your customer-facing employees. Everstage is your single source for truth for quarterly business reviews and annual planning. Everstage seamlessly pulls all data fields needed for commission calculations in real time.

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.

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.

Repfabric is a customer relationship management (CRM) software that seamlessly integrates with your email, offering comprehensive contact, calendar, and deal-tracking capabilities. Envision effortlessly monitoring your commissions from CRM to sale, eliminating the need for lengthy computer sessions entering the week's activities on Friday afternoons. With Repfabric, you can update all your information straight from your mobile device after each call. Quickly document sales calls using voice-to-text within 60 seconds while the details are still fresh in your mind. Review client interactions and opportunities by accessing account activities, and obtain sales figures and trends by the manufacturer directly from the mobile app. Unexpectedly free due to a canceled sales call? No worries. Utilize the Nearby feature to locate the nearest client and maintain face-to-face productivity. Our full-service customer care team ensures a smooth and hassle-free transition, allowing you to concentrate on expanding your business. Our skilled data team, with extensive experience in common CRMs and older commission platforms, takes care of the heavy lifting so you can focus on what matters most.

Core Commissions is a powerful and flexible sales commission management system that automates every stage of the commission process. Sales organizations of any size can choose the package that best suits their needs, including Enterprise or our fully Managed Services program. Integrate Core with your CRM, ERP or other financial management apps to import data, and easily apply complex commission rules. Instantly generate detailed analytics and metrics. You can run your entire commission cycle in one click. Then generate individual reports and email them each payee in another click.

NextAgency is an agent management system that includes CRM and commission management tools. It can be used by life, senior, and health insurance agencies. NextAgency helps you save time, money, and clients. * Increase sales with powerful CRM tools to track prospects, from lead to sale * Focus your team by sharing notes and tasks that are compatible with your calendar. * Improve customer service through our workflows and customer services reports * Maintain commitments by using follow-up tools such as personal to-do lists that you can share with your entire team Our online agency library allows you to access the forms and files whenever and wherever you need them. * Automatically assign your email addresses to your prospects or clients. * Track your commissions and get reports to show you what you have earned NextAgency is simple to use and easy to customize. Get a free trial.

incentX isn't just another sales commission software; it's a game-changer for businesses keen on optimizing their incentive management. In a world where efficiency is paramount, incentX delivers by making complex calculations feel effortless. Align your sales team's ambitions with the company's direction, creating a cohesive work environment. Manual calculations? They're a thing of the past. With our platform, you get quick and accurate results. Integration is seamless, especially with powerhouses like SAP and Oracle NetSuite, ensuring your data is always connected. But it's not just about crunching numbers; our analytics provide a deeper understanding, shaping your future strategies. The streamlined processes reduce potential errors, ensuring all teams, from sales to finance, are aligned. Every customer interaction is an opportunity, and with incentX, these moments are maximized, leading to lasting relationships. With incentX, you're not just managing; you're excelling.

Xactly Incent is a comprehensive solution for managing sales performance, enabling organizations to enhance agent productivity, gain control, and leverage mobile technology. This platform features a dynamic incentive compensation engine that aids companies in responding effectively to fluctuating market demands. Additionally, it provides user-friendly reporting tools and dashboards that offer immediate insights into representative performance, as well as analytics and modeling capabilities for assessing incentive compensation strategies. Furthermore, Xactly Incent includes mobile applications for both iOS and Android, allowing users to access relevant information from anywhere, ensuring that they stay informed and agile in their decision-making processes. This flexibility in accessing data reinforces the platform's commitment to empowering businesses in a fast-paced environment.

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.

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.

Are you still manually creating commission spreadsheets? Sales Cookie is a cloud-based, easy-to-use commission management solution that charges no setup fee. You can manage incentives, calculate commissions, and publish them to reps using a simple web interface. Our solution is 100% cloud-based. You can sync sales transactions with CRM or convert between currencies automatically. You got it! Say goodbye to commission spreadsheets!

Software for modern sales teams that automates commissions. Automate any commission plan. The easy-to-use design tool for sales incentive plans allows you to automate any sales commission structure. Welcome to the world transparent sales commission plans that are updated with real-time sync. Are you looking for custom fields in your CRM? No problem. Complex workflow with multiple logical conditions. You can walk in the park. All thanks to the intuitive sales incentive plan creator at your disposal. All the tools you use in one touch. CRMs, Invoicing, Accounting, Prospecting, Payroll, etc. A powerful commission tracking software allows you to design highly nuanced sales incentives plans. You can set up automated workflows for commission approval, tracking, and payment. They will run like clockwork. Just a few clicks and you can make any changes.

CommissionCalc automates the calculation of commissions and rebates, significantly reducing time spent on these tasks, minimizing errors, and enhancing the motivation of sales personnel. It can cut down the time that the Accounting Department dedicates to commission calculations by as much as 90%. Moreover, it reduces the hours that salespeople and their managers invest in "shadow accounting," which involves validating their commissions instead of focusing on sales. The manual calculation of complex commissions typically carries an error rate ranging from 2% to 5%, and these unaddressed mistakes often lead to overpayments, as those receiving commissions tend to identify underpayment issues more readily. While companies often adopt CommissionCalc to save time, they frequently discover that the increase in accuracy brings even greater benefits. Ultimately, the primary goal of commissions is to incentivize sales, which requires that recipients promptly see their rewards, receive clear reports, and trust the payment's correctness. By addressing these needs, CommissionCalc not only streamlines the process but also fosters a more productive sales environment.

Dolfin allows you to automate, track and review commissions. All from a single platform powered by AI. Gain complete control over your sales commissions. Get real-time access to your commission data. Dolfin’s logic-based interface allows you to create compensation plans quickly and easily. It can handle any complexity or exception. Manage your entire commissions process from a single place, leveraging collaborative features to keep everyone on the same page. Motivate your revenue teams to work harder and better by allowing them to focus on their passions. Real-time performance of your team. Identify top performers and who needs additional support. Find out at a glance which deals and payouts have triggered commissions, and how much your entire team earns. All data is stored on ISO-certified Irish servers.

Equip your organization with adaptable and scalable tools that allow for quick adjustments in response to shifting competitive and market dynamics. Empower your sales team by providing them with collaborative, real-time analytical resources, detailed sales commission statements, and constructive performance feedback. Enhance the precision and promptness of sales incentives and commissions while simplifying the oversight of your sales territories and quotas. NetCommissions offers companies a means to boost their sales force effectiveness through top-notch online Sales Performance Management Solutions. Our established history showcases our ability to create and implement innovative solutions that ensure not only timely and accurate payments but also deliver the most integrated, comprehensive, and motivational web-based Sales Incentive and Commission Management Software in the industry. Delivered as a Software as a Service, we proudly emphasize that our focus is on exceptional service. By choosing NetCommissions, organizations can stay ahead of the competition and maximize their sales potential.

Allow Spiff to liberate you from countless hours spent managing complex spreadsheets each month. Enhance the quality of your processes while equipping your sales representatives with customized, real-time portals for tracking commissions. Together, we aim to increase your sales by as much as 10%. Our commission engine is designed to be both user-friendly and robust. How does it work? Its modular structure enables you to mix and match five straightforward concepts to devise any commission plan you might need. We accommodate various plans, including flat, tiered, accelerator, and override structures, among countless others. Spiff seamlessly integrates with all your commission-related systems, including ERP, payments, and payroll. Utilizing machine learning, we match records automatically, significantly reducing errors across different platforms. With our Spiff True-Up Guarantee, if you discover an error, we will refund you double the amount. Commissions are ever-evolving, and we empower you to backtest new rules using actual data, create new plan models, and continuously optimize your strategies. Spiff will evolve to offer increasingly intelligent recommendations, ensuring you receive maximum value from our platform as quickly as possible. Your success is our priority, and we’re excited to support you in achieving your goals!

Reduce errors and save time. Receive real-time visibility into commission accruals, and payouts. Your rules can trigger payouts. Your data can be centralized in one source of truth. Our commission plan designer makes it easy to set up complex calculation logic. Trust is built with transparent and auditable commissions that are paid on time. Calculate commissions automatically in real time. You can save time and let your team concentrate on what is most important. Palette gives your sales team personalized performance dashboards that are updated in real time. This ensures transparency and visibility. Your commission data can be used to answer the most critical questions for your business. You can A/B test your compensation plans to see how they might impact your cash flow, and your business goals. Optimize ramp-up, set better quotas and budget commission costs, and forecast future payouts. Extract mission Critical insights

Maestro was designed with the primary focus of streamlining workflows and integrating as many business rule processes into the system as feasible. This strategy aims to remove the need for manual tracking of individual commission and fee items for each period, while ensuring that the processing engine is adaptable enough to accommodate the varying nature of representative compensation packages. Consequently, the outcome is a comprehensive, dynamic, and robust system capable of adjusting to your organization's changing commission processing needs. Your firm may be seeking to transition from traditional spreadsheets, along with the inaccuracies and complications they bring, toward a more efficient solution. Ultimately, Maestro stands out as a versatile tool that not only simplifies the workflow but also enhances overall accuracy in commission management.

Qobra is the all-in-one sales compensation and commission management platform built for revenue, finance, and operations leaders who want to replace spreadsheets with automation, transparency, and control. Designed to handle the most complex commission structures, Qobra connects seamlessly to your CRM and data tools, providing real-time insights and 100% reliable calculations. With Qobra, teams can design and automate any compensation plan—from recurring commissions to bonuses, SPIFs, and draw models—using a no-code, drag-and-drop interface. Finance teams ensure accuracy and compliance through audit trails and validation workflows, while sales reps gain live visibility into earnings, targets, and performance dashboards that build trust and motivation. Qobra empowers leaders to analyze performance and model scenarios with actionable analytics that align incentives with business goals. Its flexible architecture supports multi-currency, multilingual, and multi-hierarchy structures, enabling global scalability with ease. Rated among the best sales compensation solutions by G2 and Capterra, Qobra helps companies reduce commission processing time by up to 80% and increase sales performance by 20%. From startups to enterprise organizations, Qobra is the trusted partner to automate, secure, and optimize your sales compensation strategy, so you can focus on growth, not spreadsheets.

CellarStone's QCommission software is cloud-based and on site for sales commissions. QCommission is a powerful cloud-based and on-premises sales commission software that allows compensation administrators to quickly and accurately calculate salespeople's compensation. It includes tiered rates, flat rates/amounts and quota-based rates. QCommission can be used as a standalone application or integrated with SugarCRM Salesforce, Oracle Fusion Sage, QuickBooks, Microsoft Dynamics, Sage, and other solutions.

Presenting SalesVista, a comprehensive platform designed for managing incentives and commissions, featuring automation based on established rules, sophisticated modeling and calculations, along with unparalleled visibility that could potentially revolutionize the industry. Effective management of sales compensation transcends mere financial remuneration; it focuses on ensuring equitable pay for employees, motivating your workforce to reach their full potential, and alleviating workplace tensions instead of exacerbating them. Our powerful solution for sales compensation merges various data sources into a single, reliable data hub, providing invaluable insights. With precise commission distributions and intuitive tools for tracking quota attainment, your sales representatives can concentrate on the essential tasks that boost both their productivity and earnings. Enhance quality control processes to safeguard, standardize, and refine business operations throughout your organization. By fostering a transparent culture, you can expedite your company's diversity, equity, and inclusion initiatives, while also helping to reduce risks and address unconscious biases effectively. Ultimately, SalesVista empowers organizations to not only streamline their compensation practices but also cultivate a more equitable and motivated workforce.

An all-encompassing solution for managing commission expenses that guarantees adherence to the most recent ASC 606 and IFRS 15 regulations. This system automates adjustments for true-up changes resulting from various contract events, such as modifications to contracts, changes in employee status, or customer cancellations. Furthermore, it automatically triggers impairments for any alterations, including adjustments to start dates or modifications in the benefit period. With a comprehensive perspective on the entire lifecycle of commission expenses, users can access an extensive library of automated reports and dashboards, which feature amortization schedules, profitability analyses, accounting model comparisons, and summarized roll forwards by group. Xactly CEA offers a thorough, end-to-end solution that streamlines compliance with ASC 606, accommodating both full and modified retrospective methods. It integrates smoothly with existing organizational systems, including CRM, HRIS, CLM, and CPQ platforms. Additionally, Xactly CEA efficiently manages multiple accounting books and works seamlessly with all downstream accounting ledgers. This ensures that organizations maintain a clear and accurate record of their commission expenditures throughout their financial reporting processes.

Fullcast Pay transforms how companies manage commissions by automating calculations, workflows, and reporting. Leaders can use its built-in dashboards and reporting engine to track payouts, monitor performance, and catch anomalies before they escalate. Reps are empowered with real-time access to their commissions and performance metrics, reducing disputes and improving motivation. Automated workflows replace days of manual work, making compensation faster, more reliable, and less stressful for finance and sales ops teams. Fullcast Pay adapts instantly to territory changes, quota updates, and new plan structures without disrupting the sales process. Every payout is backed by compliance with SOC 2 and GDPR standards, ensuring sensitive data remains secure. Its flexible pricing model scales as your business grows, offering cost-effective value at every stage. By cutting commission processing from weeks to hours, Fullcast Pay drives efficiency, accuracy, and growth across sales organizations.

Create and automate a sales compensation plan that is tailored to your SaaS needs, rewarding the metrics that are important. Simple, clean data and accurate payouts will help you make smart business decisions. Automated and spreadsheet-free calculations will help you achieve higher productivity and sales performance. Create fair and effective comp plans that are based on changing business needs to motivate your team. Real-time 360-degree breakdown of your sales commissions. Unlock your true earning potential. Integrate any data source with just a few mouse clicks while maintaining data integrity. You can sync data automatically with real-time synchronization or create a schedule. Get all your data in real-time, without downloading endless reports. Save hundreds of time as your data is automatically synced with your ERP or CRM. This ensures data hygiene. Reminders sent to your system to ensure that commission structures are up-to date.

The only enterprise-grade solution for sales performance management that is easy to use and can be up and running in a matter of weeks.

Iconixx enhances sales efficiency and elevates profitability by streamlining commission and incentive procedures. Achieve your goals with our Sales Performance Management and Incentive Platform designed specifically for your distinct needs. Regardless of whether you operate in sales, finance, human resources, IT, or channel partner management, the comprehensive capabilities of the Iconixx platform will propel your processes forward and maximize the effectiveness of your organization’s sales and incentive compensation strategies. Our offerings are fully adaptable to fit your specific application requirements, ensuring you get the most out of your investment. With Iconixx, you can unlock new levels of performance and success in your sales operations.

Comissio is a specialized platform dedicated to managing insurance commissions, providing a centralized, automated solution that enhances and simplifies the entire process of commission management, from tracking to reporting, enabling agencies to move away from cumbersome spreadsheets and disjointed tools in favor of a cohesive cloud-based system. It facilitates both single and multi-carrier commission processing, efficiently managing new and recurring commission runs in one streamlined batch, while allowing users to customize pay codes, schedules, and hierarchies tailored to the diverse commission structures of their agents. The platform automates various aspects such as commission calculations, adjustments, and chargebacks, generates ACH files for direct commission payments, and offers real-time dashboards and detailed reporting to enhance visibility into starting balances, advances, recoveries, and final agent balances. Designed specifically for businesses in health, life, and accident insurance, Comissio plays a crucial role in minimizing human error, speeding up payout processes, and simplifying the intricacies of complex hierarchies and reconciliation by unifying data into one accessible location. This comprehensive approach not only increases efficiency but also allows agencies to focus on their core operations without the distraction of manual commission management tasks.

Enhance the effectiveness of the salesforce by offering actionable performance insights via mobile applications. Foster transparency and build trust within the salesforce through effective communication and structured governance processes. Streamline the compensation plan creation for analysts using a cutting-edge comp model builder. Boost the efficiency of sales commission administration through enhanced dispute resolution and payment management procedures. Elevate quota achievement among the salesforce with practical performance insights. Encourage transparency and trust by clearly communicating quotas and adjustments within the salesforce. Simplify the quota establishment process for analysts with an innovative quota model builder. Increase the effectiveness of the quota setting process by providing a range of quota analysis tools for analysts. Finally, improve salesforce execution by delivering comprehensive map-based visualizations of territory-level data.

Streamline intricate sales strategies, acquire immediate insights, and inspire sales teams to boost performance and foster business expansion. By cultivating a driven sales team, you can enhance both profits and overall performance. The management of strategic incentive compensation is essential for enhancing the efficiency of your sales teams by promoting lucrative behaviors that bolster revenue and advance business objectives. Utilizing the SAP SuccessFactors Incentive Management solution (previously known as SAP Commissions), you have the ability to create, model, and fine-tune versatile and intricate incentive compensation plans while also achieving real-time insights and energizing sales teams to reach their full potential. This innovative approach not only supports sales effectiveness but also aligns with broader company goals, ensuring sustainable growth.

Prowi is an innovative cloud solution that transforms the management of commissions and bonuses into a seamless, transparent process in real-time. Users can effortlessly import deals and activities directly from their CRM, implement personalized rules through a flexible engine, and instantly share results with managers and employees via an app that enhances sales by providing immediate updates on earnings as soon as deals are finalized. Sales representatives have the ability to confirm their earnings statements while managers can approve everything in a unified workflow, with payout information easily exported to payroll systems. You can create any compensation plan using straightforward components such as flat rates, tiered structures, accelerators, caps, overrides, team splits, product multipliers, and rules for absences due to holidays or sickness. The platform allows for backtesting of new rules using historical data, enabling users to model and assess plan changes before the start of a new quarter, and to compare costs and achievement levels across different scenarios. All calculations are meticulously logged for auditing purposes, ensuring transparency and accountability. Moreover, Prowi integrates seamlessly with various platforms, including Salesforce, HubSpot, Pipedrive, Microsoft Dynamics, Podio, and CSV, while also allowing payroll exports to systems like Zenegy, Salary, Intect, Lessor, Visma Dataløn, and many others. The result of using this platform is a significant reduction in errors, a quicker month-end closing process, fewer disputes, and enhanced data quality, ultimately leading to improved operational efficiency. By streamlining these processes, Prowi empowers organizations to focus on driving sales and achieving their financial goals.

Since 1985, we have focused our expertise on enhancing both productivity and profitability for businesses by effectively designing and managing incentive programs that leverage lean principles in sales and compensation. Our software dedicated to sales force compensation management is utilized to oversee the compensation of over 70,000 sales professionals around the globe. You can effortlessly create various compensation plans, conduct analyses on their impacts, and implement them for your sales team. Our precision stands at an impressive $100 for every $1,000,000, reflecting a Six Sigma level of accuracy, eliminating uncertainties in your compensation strategies. Define your commission structures in just minutes, input competitor offerings, and effortlessly generate comparative graphs. This enables you to demonstrate to potential recruits that while another company's plan may seem appealing, it may not be as beneficial as it appears. You can confidently recruit or retain talent at any time! By integrating the Lean Six Sigma Process, you can connect every member of your organization, fostering seamless collaboration across all departments. Our methodology is rooted in the sales force, ensuring that improvements begin where they matter most. Ultimately, our goal is to empower organizations to thrive with well-informed and strategically aligned compensation plans.

EvolveNXT’s platform is designed for health insurance carriers and any commission-based business, providing a customizable suite of solutions that enhance sales performance and simplify the management of intricate business processes. With over ten years of experience collaborating with top insurance carriers, we have crafted a solution tailored to meet the demanding requirements of competitive and regulated markets. Our compliance-focused approach allows organizations to boost the efficiency of their sales channels while promoting sustainable growth in enrollment. Notably, the intricate commission structures that apply to Medicare brokers are among the most challenging to navigate; EvolveNXT facilitates the management and automation of Medicare compensation while ensuring adherence to CMS regulations. By utilizing our commission management software, insurance carriers can not only streamline their operations but also empower their teams to achieve peak sales performance, paving the way for greater success in an ever-evolving industry.

The integration of data science and machine learning within operations management significantly enhances the tracking of sales and commissions across multiple lines. This involves the division of commission assignments with precise tracking and a comparison between earned and collected commissions. Analyzing shipments that span various lines and channels allows for a more comprehensive understanding of the design-in pipeline, which can expedite the closing of design-ins through AI-driven action suggestions. Additionally, visualizing each team member's contributions to the pipeline can improve accountability and performance. Design-in tracker reports are tailored for principals, facilitating one-on-one reviews with sales teams to ensure alignment and focus on goals. The analysis of multi-channel shipment data involves preprocessing and cleaning to derive actionable insights, while also tracking customer purchases across diverse channels and lines. Consolidated shipment reports and distributor analysis, including point of sale, point of purchase, and inventory levels, are critical for informed decision-making. The system also offers reports, integrations, and APIs compatible with most CRM systems, ensuring that automatic updates and tailored reports are delivered effectively to the respective partners' CRMs. Furthermore, it manages design-in registrations, call reports, and design-trackers, all within an intelligent cloud application specifically designed for manufacturers and their representatives, thereby streamlining operations and enhancing productivity. By leveraging these advanced tools, organizations can optimize their sales processes and improve overall operational efficiency.

Easy-Commission is a user-friendly application designed to manage sales commissions effortlessly. With its straightforward interface, it allows users to input sales data and apply predetermined commission calculations, resulting in precise commission statements. This entirely web-based platform gives sales representatives direct access to their commission information, enhancing transparency and motivation. Not only is Easy-Commission adaptable and cost-effective, but it also boasts essential features and functionalities that meet your needs. By providing a web-hosted solution, it empowers you to establish commission plans and monitor sales commissions for your sales team independently. Accurate and timely commission tracking is crucial for driving the performance of sales professionals, and Easy-Commission is specifically designed to facilitate that process effectively. Furthermore, this software ensures that sales reps remain motivated by making commission details readily accessible, ultimately contributing to increased sales performance across the board.

Eliminate the hassle of lengthy renewals by simplifying the request for proposal (RFP) process from start to finish. With BrokerageBuilder™, you can generate top-notch RFPs in mere minutes and distribute them efficiently to various carriers. The task of monitoring carrier commissions can be challenging, but BrokerageBuilder simplifies this process significantly. You can effortlessly track commissions from any carrier while also streamlining the processing and validation of received payments, giving you enhanced visibility into your agency's commission income. By consolidating your data, you can establish customized workflows that suit your agency's specific needs. Every day, users will receive a curated list of overdue tasks and upcoming responsibilities that need their attention, ensuring that nothing slips through the cracks and all tasks are managed effectively and efficiently. This proactive approach fosters better organization and productivity within your agency.

Our comprehensive insurance agency management system seamlessly integrates the feeds from carriers, medical prerequisites, clients, policies, and additional compliance and contracting systems into a unified platform. Equisoft/centralize serves as a cohesive management solution for insurance agencies, facilitating efficient collaboration among all parties involved in the distribution and management of commissions. The software is equipped with pre-built business processes crafted by professionals with extensive industry experience, empowering your operations. Key reports, including those on policies sold and commission forecasts, provide critical insights into your agency's performance. Equisoft/centralize simplifies the monitoring of leads and enhances the productivity of advisors through effective tracking. The system adeptly manages intricate hierarchy structures for processing payouts, while also clearly identifying any inconsistencies between anticipated and actual compensation. It accommodates diverse commission frameworks and tailored compensation types, ensuring total integration of all existing data feeds from insurance carriers and medical requirement companies. This thorough approach not only boosts operational efficiency but also fosters stronger relationships among stakeholders in the insurance ecosystem.

For those seeking to grasp the dynamics of recurring income, manage financial obligations, and plan investments effectively, Telarus is the go-to partner. We set the standard in the sector with our clear and reliable recurring commission structures. Instantly access real-time updates on billings, commissions, and payments, or delve deeper into commission specifics categorized by order, supplier, or customer. Develop personalized trends and forecasts based on suppliers and products to gain insights. Assess fluctuations in forecasted commissions to help identify any significant variances. Additionally, monitor alerts for order inquiries that you or Telarus have started. You have the capability to independently resolve any commission discrepancies by submitting inquiries specific to orders. Following this, the Telarus Commission Experience team will analyze supplier statements and commence variance inquiries on your behalf, ensuring that all aspects of your earnings are accurately represented. This comprehensive approach not only simplifies the management of commissions but also enhances your confidence in financial planning.

An all-encompassing general insurance software solution tailored for insurance firms managing both personal and commercial lines of business. Each module within the system utilizes a unified database and a centralized repository of business rules for data management. This application encompasses a wide range of essential insurance functions, such as client administration, underwriting procedures, policy and endorsement creation, claims processing, and the handling of co-insurance and reinsurance tasks. Additionally, it facilitates billing, payment collection, cash handling, agency and commission oversight, production workflows, and comprehensive management reporting, all within a versatile system that supports multiple companies, currencies, and languages. Moreover, it incorporates reinsurance accounting, automated underwriting systems, an Insurance Products Generator, and a rating tool for enhanced efficiency. This robust software also streamlines policy administration and agent commission management, making it a vital tool for modern insurance operations.

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.

Easy Incentivizer allows businesses to automatically calculate the commissions of their sales representatives and managers for closed-won opportunities. This eliminates the need to manually calculate commissions and takes away the hassle of managing them manually. It is a native Salesforce app that requires no in-app purchase. Here are some features of Easy Incentivizer. 1. Commission is automatically calculated on the first day each month 2. Progressive Commissions can also be calculated 3. Each user can define their own Commission Criteria. 4. You can store the Commission Criteria in a template form to be used by other users. 5. Each user can view their performance over the past 5 years on personalized dashboards. 6. Role Hierarchy is set up so that sales representatives cannot see the dashboard for others. By using Easy Incentivizer businesses can: Save Time Reduce costs Manage Commissions effectively Define Custom Com

AgencyBloc's Plus Suite offers a comprehensive set of tailored solutions for health, senior, and benefits agencies, enabling them to streamline their data management, maintain compliance, automate processes, and enhance client and policy management, ultimately facilitating a smoother path to sustainable growth while overcoming various obstacles. This innovative platform is designed specifically to cater to the unique needs of the insurance industry, ensuring agencies can thrive in a competitive landscape.

Automated Group Benefits is a sophisticated business automation platform tailored for General Agencies (GA) operating within the Employee Benefits sector. This innovative system enhances GA productivity and operational efficiency by utilizing cutting-edge, seamlessly integrated software solutions. Offered as a comprehensive turnkey system, Automated Group Benefits ensures that all support is readily available through our committed support team, allowing you to concentrate on expanding your business. The platform features an integrated task management system that connects tasks and notes to every record, guaranteeing that renewals, deadlines, and various responsibilities are effectively managed. Additionally, AGB comes equipped with reporting tools designed to oversee client relationships and their corresponding portfolios, including payment histories and plan details summarized with benefits. The system also tracks commissions and account data, facilitates commission splits, calculates and prints checks, processes electronic payments, and manages payment records efficiently. With AGB, businesses can streamline their operations while maintaining a strong focus on client satisfaction and growth.

For those who pay commissions to their sales team and utilize QuickBooks, this tool is essential. You will be surprised at how much time you can save. The Commission Calculator pulls issued or paid invoices directly from your QuickBooks company file—no need to export any data—and automatically computes the commissions earned by each sales representative, with their information also sourced directly from QuickBooks. Additionally, it offers the flexibility to exclude one or more items from the commission calculations. Similar to your sales reps, sales figures, and payments, all of your items are seamlessly retrieved from QuickBooks and organized for your convenience. You can easily select the items you wish to exclude from the commissions or change your previous selections as needed. This feature is particularly useful for omitting charges such as shipping or freight. If you're calculating commissions based on gross profit (invoiced amount minus cost), rest assured that the Commission Calculator can handle that seamlessly as well, making it a versatile tool for your business needs. With its user-friendly design, it simplifies the entire commission calculation process.

OneLink was designed specifically for agency owners, emerging from the need for a more sophisticated and comprehensive technological foundation in the insurance sector. As a frontrunner in the industry, OneLink offers a holistic and versatile solution that empowers you to take full control of your agency. With its user-friendly interface, you can effortlessly establish hierarchies and manage user permissions. Additionally, it allows you to monitor prospective clients alongside repeat business, enabling you to identify fresh opportunities for expanding your insurance offerings, all within a single platform. The system simplifies payment tracking and commission processing, accommodating both manual and automated methods while offering extensive customization options. Furthermore, OneLink produces a variety of reports that include production metrics, policy overviews, call performance evaluations, and commission tracking, delivering this information almost instantaneously. We understand that the insurance sector necessitates specialized functionalities for effective lead management, which is why OneLink incorporates ForcedLead technology to ensure your agency benefits from up-to-date contact opportunities. Overall, OneLink is designed to enhance efficiency and streamline operations, making it an invaluable tool for any insurance agency.

BimaGrow is an all-in-one platform tailored for insurance professionals aiming to enhance their business growth. It streamlines various processes, such as client data management, policy oversight, renewal tracking, and commission monitoring, ensuring everything remains organized and straightforward. With robust features that include Lead Management, Policy Administration, Renewal Alerts, Commission Oversight, Financial Ledgers, Comprehensive Business Reports, and AI-enhanced tools, insurance advisors can dedicate more time to sales and customer service rather than administrative tasks. Additionally, BimaGrow provides a complimentary lifetime advisor website, endless editing capabilities, marketing materials, and search functionalities for vehicles and policies, enabling smarter work practices. Advisors can also efficiently manage family groups, explore upselling or cross-selling opportunities, and tap into new revenue streams through partnerships. No matter if you're an independent advisor or managing an agency, BimaGrow empowers you to save precious time, boost operational efficiency, and confidently expand your insurance venture while maintaining a focus on client relationships. With such comprehensive offerings, it stands out as a vital tool for anyone looking to thrive in the insurance industry.