Commissionly Tracker

Commissionly Tracker

Commissionly
+
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About

For less than the cost of an employee, our insurance commissions calculation software saves time and recovers profit from missing commissions for Medicare and other lines of insurance. Our insurance commission management software automates the tracking of missing payments and calculates all your commissions, overrides, splits, overrides, bonuses and uplines. Our carrier statement import system matches the headings in your carrier reports to swiftly import commission payments. Multiple carrier reports will be converted into standard formats so that you can extract useful reports from the data. The system will identify any Medicare or other insurance commission payments that do not match the schedule or amount you expect to receive. You can export your discrepancies with all the carrier information attached ready to send to your carrier for correction and payment.

About

Save time and reduce errors. Get real-time visibility on commission accruals and payouts. Trigger payouts based on your rules. Centralize your data in a single source of truth. Set up even the most complex calculation logic with our commission plan designer. Build trust with accurate and auditable commissions paid on time. Calculate commissions in real-time, automatically. Avoid time-consuming shadow accounting and help your team focus on what matters the most. With Palette, your sales team gets personalized performance dashboards updated in real-time, ensuring visibility and transparency at all times. Leverage your commission data to answer the most important questions for your business. A/B test compensation plans and visualize how they could impact your cash flow and business objectives. Optimize ramp-up time, set better quotas, budget commission costs and forecast future payouts. Extract mission critical insights.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Commission tracker solution for Medicare and other lines of Insurance

Audience

Businesses and companies seeking a tool to calculate and manage commission accruals and payouts automatically

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$899 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Commissionly
Founded: 2018
United Kingdom
www.commissionlytracker.com

Company Information

Palette
United States
www.palettehq.com

Alternatives

Prowi

Prowi

Prowi ApS

Alternatives

Fullcast Pay

Fullcast Pay

Fullcast
Commission Tracker

Commission Tracker

Commission Tracker Software LLC
Prowi

Prowi

Prowi ApS

Categories

Categories

Compensation Management Features

Bonus Management
Compensation Assessment
Compensation Calculation
Compensation Plan Modeling
Compensation Statements
Employee Reward Programs
Incentive Programs
Organizational Charting
Salary Planning

Insurance Agency Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Integrations

HubSpot CRM
HubSpot Customer Platform
Pipedrive
Salesforce
Xero
Axis LMS
Bullhorn
Chargebee
Microsoft Excel
Nekton.ai
NetSuite
Outreach
Pennylane
QuickBooks Cash
QuickBooks Online
Sellsy
Slack
Stripe
Zendesk
Zoho CRM

Integrations

HubSpot CRM
HubSpot Customer Platform
Pipedrive
Salesforce
Xero
Axis LMS
Bullhorn
Chargebee
Microsoft Excel
Nekton.ai
NetSuite
Outreach
Pennylane
QuickBooks Cash
QuickBooks Online
Sellsy
Slack
Stripe
Zendesk
Zoho CRM
Claim Commissionly Tracker and update features and information
Claim Commissionly Tracker and update features and information
Claim Palette and update features and information
Claim Palette and update features and information