Alternatives to Commissionly Tracker
Compare Commissionly Tracker alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Commissionly Tracker in 2026. Compare features, ratings, user reviews, pricing, and more from Commissionly Tracker competitors and alternatives in order to make an informed decision for your business.
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1
Everstage
Everstage
Everstage is the leading Sales Commission Software that helps you drive the right business outcomes through incentives. Sales commissions, despite being a large business expense, is often a revenue lever that is not utilized to its full potential. Everstage helps you up-level your incentive program and drive profitable growth. Everstage is a trusted ICM for public companies and enterprises worldwide- across industries like SaaS, Business Services, Financial Services, Insurance, Real Estate, Life Sciences, Manufacturing, Staffing and more. Rated as #1 sales compensation management software, Everstage helps businesses streamline commission administration, boost sales performance and improve ROI with actionable insights. Top features: No-code plan designer, detailed commission statements, advanced commission forecasting, quota management, queries & approval workflows, deferred commissions (ASC606), BI-powered reporting, and more. -
2
CaptivateIQ
CaptivateIQ
Created by a team with decades of commissions experience, CaptivateIQ is pioneering the new standard in commission management and enabling companies to reclaim the power of incentives with a platform built for revenue teams. Twenty-eight of the Forbes Cloud 100, including leading brands like Amplitude, Gong, and Hopin, use CaptivateIQ to power their commission programs. They have over $164.6M in funding from ICONIQ, Workday Ventures, Sequoia, Accel, Sapphire, Bessemer, Y Combinator, Amity Ventures, S28, and other leading investors. -
3
Verity
VRC Insurance Systems
Verity by VRC Insurance Systems is an all-in-one policy administration system for property and casualty insurance markets. Designed to help meet the business needs of program administrators, managing general agents, and carriers, Verity helps streamline processes, and bridge the gap for the remote workforce. Core features include quoting, policy issuance, automated renewals, claims administration, ad hoc reporting, surplus lines, fiduciary accounting, agent/insured/carrier portals, task management, API access, third-party integrations, hosted and self-hosted solutions, and more. Additionally, VRC specializes in custom software development and onboarding services like training, data conversion, and system configuration that are all designed to make your transition as smooth as possible. Contact VRC today to schedule and introductory call and free demo.Starting Price: $150/user/month -
4
Core Commissions
Core Commissions
Core Commissions delivers powerful and flexible sales commission management software that automates every step of the commission process. Sales organizations of all sizes can choose the package, including Enterprise and our fully Managed Services program, that works best for their sales team. Integrate Core into your CRM, ERP, or other financial and business management apps to import data and apply even the most complex commission rules easily. Generate comprehensive analytics and metrics immediately. Run your entire commission cycle with a click of a button then generate individualized reports and email them to each payee with another click.Starting Price: $12/month/payee -
5
incentX
incentX
incentX is the go-to sales commission software for businesses that prioritize efficiency and clarity. It's designed to make complex tasks feel simple. Everyone works in harmony by aligning your sales team's targets with company goals. Forget manual calculations; incentX handles them in moments. With smooth integrations like SAP and Oracle NetSuite, your data flow remains uninterrupted. Our analytics don't just provide numbers; they offer actionable insights that inform your strategies. Streamlined operations mean fewer mistakes and a unified approach across all departments. And when it comes to customer interactions, incentX ensures they're meaningful, fostering stronger relationships. Choose incentX and experience a smarter way to manage incentives.Starting Price: $65 per user per month -
6
NextAgency for Health & Life Insurance
Take44, Inc.
NextAgency is an agency management system with CRM and commission management tools for health, senior and life insurance agencies. NextAgency saves you time, money and clients by helping you: • Grow sales with powerful CRM tools to track prospects from lead to sale • Focus your team with shared notes and tasks that sync with your calendar • Improve customer service with our workflows and customer service reports • Keep commitments with follow-up tools like personal to-do lists for your entire team • Access the forms and files where and when you need them with our online agency library • Automatically assign your emails to your prospects and clients. • Get what you've earned with commission tracking tools and reports NextAgency is easy to use and simple to customize. Start a free trial today.Starting Price: $60 per seat per month -
7
QuotaPath
QuotaPath
QuotaPath automates the commission process, building accountability and ownership for revenue teams as they manage and track variable pay. Teams that use QuotaPath gain visibility into commissions and forecasted earnings and see an increase in revenue and quota attainment, as a result. Sync your deal data and immediately feed accurate earnings calculations in the tool. QuotaPath is the only commission tracking software built for all of Sales, Finance, and RevOps. We’re automating commissions and increasing understanding of complex comp plans to fuel a more efficient and accurate sales process for teams. With CRM and invoicing data syncs and personalized dashboards, reps and leaders gain a deeper understanding of their earnings and more efficient end-of-month process. Forecasting makes it easy to see potential earnings from pipeline deals so reps know where to focus efforts.Starting Price: $15 per user per month -
8
EvolveNXT
EvolveNXT
Whether you are a health insurance carrier or any other broker commissions-centered business, EvolveNXT’s platform offers the ability to customize a suite of solutions to effectively streamline your sales performance and day-to-day management of complex business processes. We’ve spent more that a decade working with premier insurance carriers and developing a solution to handle the complex needs of highly competitive and regulated carrier markets. Our compliance-based solution will enable you to increase your organization’s sales channel efficiency while achieving sustainable enrollment growth. The most complex and highly regulated commissions are paid to Medicare brokers. Utilize EvolveNXT to manage and automate your Medicare compensation while keeping CMS compliance. Our commission's management software for insurance carriers improves operational efficiency while enabling teams to reach optimal sales performance. -
9
Comissio
Comissio
Comissio is an insurance-specific commission management platform that centralizes, automates, and streamlines the entire lifecycle of insurance commission processing, tracking, and reporting so agencies can replace manual spreadsheets and fragmented tools with one cloud-based system. It supports single and multi-carrier processing, handles new and recurring commission runs in a single batch, and lets users set customized pay codes, schedules, and hierarchies for agents with varying commission structures. It automates commission calculations, adjustments, and chargebacks, creates ACH files for direct commission payments, and provides real-time dashboards and reporting to improve visibility into beginning balances, advances, recoveries, and ending agent balances. Designed for health, life, and accident insurance businesses, Comissio helps reduce human error, expedite payouts, and simplify complex hierarchies and reconciliation by consolidating data.Starting Price: $249 per month -
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Equisoft/centralize
Equisoft
Our insurance agency management system offers a powerful way to connect carriers' feeds, medical requirements, clients, policies, and other contracting and compliance systems to a single platform. Equisoft/centralize is an insurance agency management system connecting all stakeholders for streamlined insurance distribution and commission management. Our insurance agency management software powers your business with out of the box business processes built by industry insiders. Policies sold and commission projections are just a few of the key reports that track operations. Equisoft/centralize makes it easy to track leads, and highlight advisor sales productivity. Easily handle complex hierarchy structures to process payouts. Clearly identifies discrepancies between expected & received compensation. Support all commission structures, and custom compensation types. Full integration of all available insurance carrier and medical requirement company data feeds. -
11
EvolveICM
EvolveNXT
EvolveICM is the incentive compensation management module of our SPM software built for insurance companies. This solution is built to help carriers automate commission calculations, saving the time and resources involved with completing this task manually. You can take control of the performance of your sales channels while automating processes, establishing incentive programs and more. EvolveICM is made for insurance carriers and agencies that use complex commission calculations, such as those in health insurance and Medicare industries, with core, flat, percentage or split commissions. Our commissions management software computes these payouts for you. While manual calculation can take hours, our automated process takes less than 10 minutes, even with eight-figure payments. -
12
Commission Tracker
Commission Tracker Software LLC
With Commission Tracker as part of your team, you gain the advantage of streamlining your commissions process effortlessly. This powerful tool enables you to conveniently pay agents, generate reports, and achieve much more. Numerous agencies initially struggle with tracking commissions using inadequate tools, leading to overwhelming situations where producing necessary reports becomes challenging. However, Commission Tracker can completely revolutionize this experience. Instant Access to your data from anywhere! Nothing to download, install, update or backup ever! Perfect when multiple users need access from various locations but still want to share the same database.Starting Price: $67.00/month/user -
13
Prowi
Prowi ApS
Prowi is a cloud platform that turns commission and bonus management into a real-time, transparent workflow. Import deals and activities from your CRM, apply your rules in a modular engine, and publish results instantly to managers and to our employee app that boosts sales by showing earnings the moment a deal closes. Reps validate their statements, managers approve in one flow, and payouts export to payroll. Build any plan with simple blocks: flat, tiered, accelerators, caps, overrides, team splits, product multipliers, and absence rules for holiday and sick leave. Backtest new rules on historical data, model plan changes before a quarter starts, and compare cost and attainment across scenarios. Every calculation is logged for audit. Integrations: Salesforce, HubSpot, Pipedrive, Microsoft Dynamics, Podio, and CSV. Payroll exports to Zenegy, Salary, Intect, Lessor, Visma Dataløn, and more. Outcomes: fewer errors, faster month end, fewer disputes, higher data quality.Starting Price: $45/month -
14
GreenWave
GreenWave
The only enterprise-grade commission's management system dedicated to the Insurance industry. With over 30 years of experience in technology and insurance, he has made it his personal mission and his company’s mission to liberate, inspire and encourage his clients’ growth through the application of innovative technology and exceptional service. We have spent the last 18 years studying commission processes working directly with CEOs, COOs, and commission teams of insurance agencies, BGAs and IMOs. During these years, we noticed that growth-focused agencies, like your own, always get caught in one of the traps surrounding the commission process. Any of these traps will cause a bottleneck, slow down and restrict your growth, and make you miss out on profitable opportunities. In 2000, he started a company called SPI Software Solutions (later renamed to GreenWave) providing software and consulting to banking, financial, insurance, manufacturing, and law enforcement organizations.Starting Price: $55 per month -
15
Palette
Palette
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. -
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Qobra
Qobra
Qobra is the all-in-one sales compensation platform that empowers operations, finance and sales teams to leave Excel behind and deliver real-time commission automation, accuracy and transparency. With Qobra you can automate complex commission calculations, build flexible compensation plans via a no-code editor, and give every rep real-time visibility into their earnings, driving trust, alignment and performance. Our intuitive interface supports multiple currencies, hierarchies, bonus structures, and integrates natively with your CRM and data warehouse systems for seamless data flow. Qobra also provides audit trails, validation workflows, and actionable analytics so finance and revenue leaders can prevent over-payment, model scenarios and optimise their go-to-market strategy. Customers report up to 15-20% increase in sales performance and a dramatic reduction in commission-processing time. Choose Qobra to align your GTM teams on one platform, ensure payouts are accurate and timely.Starting Price: $29/month/user -
17
QCommission
CellarStone
QCommission is a powerful cloud-based and on-premises sales commission software created by CellarStone. Designed to help calculate salespeople's compensation accurately and quickly, QCommission enables compensation administrator to compute any commission plan, including tiered rates, flat rates/amounts, quota-based rates, and more. QCommission works as a stand-alone application or integrated with SugarCRM, Salesforce, Oracle Fusion, Sage, QuickBooks, Microsoft Dynamics, and other solutions.Starting Price: $17.00/month/user -
18
ElevateHQ
ElevateHQ
Sales commission software for modern sales teams. Design and automate any commission plan. Easy-to-use sales incentive plan designer that lets you automate any sales commission structure under the sun. Welcome to the world of transparent sales commission plans that stay updated with real-time sync. Custom fields in your CRM? No problem. Complex commission workflow with multiple logical conditions? Walk in the park. All courtesy of the intuitive sales incentive plan designer at your service. One touch connection with all the tools you use. CRMs, Invoicing, Accounting, Prospecting, Payroll, etc. Highly nuanced sales incentive plan designer allows you to configure everything from the incentive triggers and credit rules, to payout schedules - thanks to a powerful commission tracking software under the hood. Setup up commission tracking, approval and payout workflows that run like clockwork. Any change is just a few clicks away. -
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Salesforce Spiff
Salesforce
Let Spiff save you from hours spent every month in finicky spreadsheets. Improve quality and provide your reps with personalized, real-time commission portals. Along the way we’ll work together to boost sales by up to 10%. Our commission engine is both simple and powerful. How? It’s modular so you can combine 5 simple concepts to create any plan you want. We support flat, tiered, accelerator, override plans, and hundreds more. Out of the box, Spiff connects with all of your commission systems: ERP, payments, and payroll. Machine learning matches records for you and eliminates errors between systems. With the Spiff True-Up Guarantee, if you can find an error we’ll pay you back double. The only constant of commissions is change. Backtest new rules against real data, model new plans, and optimize, baby, optimize! Spiff will make smarter and smarter recommendations tool. We’re impatient too! We want you to get the value of Spiff ASAP.Starting Price: Free -
20
Performio
Performio
The only enterprise-grade sales performance management solution that’s easy to use, and gets you up and running in weeks. Performio is the only enterprise-grade incentive compensation management software that’s easy to use and gets you up and running in weeks. With extensive data transformation capabilities and a complete library of no-code pre-built comp plan components, Performio adapts to your needs, not the other way around. Whether you have dozens of transactions per period and calculate once a month or millions of records that require daily calculations, we can handle it all - and have happy customers to back it up. Behind our beautiful user interface lies all the power you need. ASC606 reporting, multi-currency, retroactivity, you name it, we’ve got it. We take the complexity out of complex commission plans. Automate your sales commission calculations. Communicate sales comp in an instant. Gain actionable insights from having all your sales compensation data in one place. -
21
Zywave BrokerageBuilder
Zywave
Say goodbye to time-consuming renewals by streamlining the entire request for proposal (RFP) process. Create industry-leading RFPs in minutes and easily send them to multiple carriers using BrokerageBuilder™. Tracking carrier commissions is complex. BrokerageBuilder makes it easy. Track commissions from any carrier with ease. Easily process and validate payments received, and gain better insight into your agency's commissions revenue. Centralize your data and create customized workflows tailored to your agency. Each day, users will receive a daily list of overdue tasks and upcoming items that require their attention—helping ensure nothing falls through the cracks. -
22
Maestro
Artisan Software
With Maestro, the major design consideration was to simplify the workflow and consolidate as much business rule processing into the system as possible. The overall goal with this approach is to eliminate manual tracking of the individual commission/fee items every period, while also providing a processing engine flexible enough to handle the variable nature of rep compensation packages. The result is a comprehensive, dynamic, and very robust system that can adapt to your company's evolving commission processing requirements. Perhaps your firm is trying to migrate away from spreadsheets, and the inaccuracies and headaches that accompany them. With Maestro, the major design consideration was to simplify the workflow and consolidate as much business rule processing into the system as possible. The overall goal with this approach is to eliminate manual tracking of the individual commission/fee items every period, while also providing a processing engine that is flexible enough. -
23
Visdum
Visdum
Design and automate your sales comp plan tailored to your SaaS business needs, incentivizing the metrics that matter. Make smart business decisions backed by simple, clean data & accurate payouts. Achieve higher productivity & sales performance aided by automated and spreadsheet-free calculations. Design fair & effective comp plans based on evolving business needs, motivating your team to do their best. Get a 360-level breakdown of your sales commissions in real time & unlock your true earning potential. With just a few clicks, integrate any data source, while maintaining data integrity. Auto-sync data with real-time sync or customize a schedule. Ditch downloading endless reports, get all your data in one single place in real time. Save hundreds of hours as your data gets automatically synced to your ERP or CRM, ensuring data hygiene. System-notified reminders to ensure that your commission structures stay up-to-date. -
24
CommissionCalc
Flaum Technologies
CommissionCalc will compute your commissions and rebates automatically, slash time, eliminate errors, and supercharge salesperson motivation. It eliminates 90% of the time your Accounting Department spends computing commission. Equally important, it slashes the time salespeople and their managers spend on “shadow accounting” – i.e. checking their commissions instead of selling. Error rates when computing complex commission manually are typically 2% to 5%, and uncorrected errors always result in net overpayment because commission recipients are best at correcting underpayments. Although companies frequently install CommissionCalc to save time, once they start using it they often find that improved accuracy has even more value. Commissions have one purpose: motivating people to sell. To accomplish this, recipients must see their rewards promptly, get easy-to-understand reports, and have confidence in the accuracy of the payments.Starting Price: $2500.00/one-time -
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Fullcast Pay
Fullcast
Fullcast Pay is a commissions automation platform that simplifies compensation management for sales organizations. By replacing manual spreadsheets with automated workflows, it ensures payouts are accurate, timely, and dispute-free. The platform helps align compensation plans with business objectives, motivating sellers to close the right deals and drive growth. Sales leaders benefit from real-time dashboards that deliver instant visibility into payouts, anomalies, and performance. Reps gain transparent, self-service access to their commission data, which builds trust and reduces back-and-forth communication. With enterprise-grade security and compliance, Fullcast Pay saves time, cuts errors, and keeps revenue teams focused on selling. -
26
NetCommissions
NetCommissions
Provide your organization with scalable flexible tools that enable you to turn on a dime as competitive & market conditions dictate. Arm your sales team with collaborative, real-time analytical tools, sales commission statements & performance feedback. Improve timeliness and accuracy of sales incentives & commissions and streamline the management of your sales territories & quotas. NetCommissions helps companies improve sales force productivity by providing market-leading online Sales Performance Management Solutions. We have a proven track record of developing and delivering innovative solutions that deliver not only timely and accurate payments, but also provide customers with the industry's most integrated, comprehensive, and motivating web-based Sales Incentive and Commission Management Software solutions. NetCommissions is delivered as a Software as a Service, we like to say the accent is on Service.Starting Price: $65 per month -
27
Optymyze
Optymyze
Drive performance of the salesforce with actionable performance insights delivered through mobile apps. Promote transparency and trust in the salesforce through plan communication and governance processes. Simplify comp plan building process for analysts with innovative comp model builder. Improve productivity of sales commission administration through dispute and payment management processes. Improve quota performance of the salesforce with actionable performance insights. Promote transparency and trust in the salesforce through quota and adjustments communication. Simplify quota setting process for analysts with innovative quota model builder. Improve effectiveness of the quota setting process with a variety of quota analyses for analysts. Improve salesforce execution by providing map-based territory level data visualizations. -
28
Sales Cookie
Sales Cookie
Still manually generating commission spreadsheets? Sales Cookie is an easy-to-use, cloud-based commission management solution with NO SETUP FEE. Using a clean web interface, you can manage incentives, run calculations, publish commissions to reps, and much more. Our solution is 100% cloud. Want to sync sales transactions from CRM or automatically convert between currencies? You got it! Say goodbye to old-fashioned commission spreadsheets!Starting Price: $19.99/month/user -
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Iconixx
Iconixx
Iconixx increases sales productivity and improves overall profitability by optimizing commission and incentive processes. Reach your objectives with our Sales Performance Management and Incentive Platform tailored for your unique application. Whether your role is in sales or finance, human resources and compensation, IT, or channel partner management, the breadth and depth of the Iconixx Sales Performance Management and Incentive platform will shift your process into overdrive — and boost the value of your organization’s sales and incentive compensation plans. Our solutions are customizable for your unique application. -
30
TIS
Comtec Global
An integrated general insurance software designed for insurance companies processing all personal and commercial lines of business. All TIS modules draw their information from a single instance database and business rules repository. The application supports the entire spectrum of core insurance-related functions including client administration, underwriting, policy and endorsement generation, claims management, co-insurance/reinsurance handling, billing and collection of payments, cash receipts and disbursements, agency and commission management, production processing and management reports - all combined within a multi-company, multi-currency and multi-lingual system. Reinsurance accounting and automated underwriting systems. Insurance Products Generator and rating tool. Policy Administration. Billing and Collection. Claims management software. Agent commission management. -
31
Third Eye
Third Eye Solutions
Our Premium Finance Software goes beyond quoting and billing. Its an enterprise loans management system providing for cash management, receivables tracking, income monitoring, client servicing, compliance and financial reporting. Gain peace of mind with an enterprise-grade solution designed specifically to handle the workflow and scenarios associated with payment plans for healthcare. Custom built for Realtor Commission and Commission Advances; our platform focuses on reducing operations overhead while maintaining superior relationship management with your clients. A single platform connecting service providers, dealers, carrier and clients; offer tailored payment plans; service the contract and stay on top of the business. Third Eye Solutions’ undisputed industry knowledge, state-of-the-art technology platforms, and ability to guarantee rapid speed to market have made us the leader in the industry. Our commitment to our clients is unparalleled! -
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CompensationMaster
CompensationMaster
Since 1985 we have devoted our expertise to helping companies increase productivity and profitability by successfully creating and managing incentive programs by applying lean to sales and compensation. Our sales force compensation software (or sales compensation management software) is currently used to manage more than 70,000+ sales professionals globally. Create multiple compensation plans, then analyze the effect, before introducing it to your sales force. Our degree of accuracy is $100 per $1,000,000 or Six Sigma. No more guessing. Define your commission plans in minutes. Enter competitor plans and easily generate graphs to compare. Show a recruit although the other company's plan sounds better, it really isn't. Recruit or retain with confidence, anytime! Link everyone in the organization through the Lean Six Sigma Process to have a seamless synergy across all functioning groups. The origin of our process is with the sales force. -
33
Dolfin
Dolfin
Dolfin lets you automate, review and track commissions - all from a single no-code & AI-powered platform. Gain full control over your sales commissions. Access in real-time your commission data and say hello to 100% commission accuracy. Build compensation plans easily using Dolfin's logic-based user interface that handles any kind of complexity and exceptions. Manage your entire commission process from one place leveraging collaborative capabilities, keeping everyone aligned and on the same page. Impact your top-line numbers by motivating your revenue teams to do more and better, enabling them focus on what they love doing. See in real-time how your team is performing. Identify your top performers or who needs more support. Find out which deals and payout variables have triggered commissions and how much your team earns at a glance. All data is stored and processed on ISO-certified servers in Ireland. -
34
Telarus CommissionVue
Telarus
When you want to understand recurring income streams, meet your financial responsibilities, and forecast investment plans, turn to Telarus. We lead the industry with transparent and predictable recurring commissions. Quickly view snapshots of real-time billings, commissions, and payments, or get into commission details by order, supplier, or customer record. Create customizable trends and projections by suppliers and products. Compare increases, decreases, and relative variances in forecasted commissions to understand potential discrepancies. Plus, track order inquiry alerts that have been initiated by you or Telarus. Easily and efficiently dispute commission discrepancies on your own by submitting order-specific inquiries. The Telarus Commission Experience team will then review supplier statements and initiate variance inquiries on your behalf. -
35
Easy-Commission
CellarStone
Easy-Commission is an easy to use sales commission application. It can calculate sales commissions in a simple and easy manner. It takes sales data you enter, applies commission calculations you have set to produce commission statements. It is completely web based and allows your sales reps to have direct access to their commission statements! Easy-Commission is a simple and flexible sales commission software that's easy to use and cost-effective to implement. It offers the key features, benefits, and functionality that you are looking for. It is a web-hosted product that lets you set up a commission plan, and track and calculate sales commissions for sales people independently. Sales Commissions drive the performance of salespeople in most companies. For highly motivated salespeople, it is important to be able to calculate and track commissions accurately and on time. Easy-Commission helps you do just that.Starting Price: $3.95 per month -
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SalesVista
SalesVista
Introducing SalesVista, an all-in-one incentive & commission management platform that offers rules-based automation, advanced modeling & calculations, and so much visibility that it might just change the world. Sales compensation management is about more than pay. It’s about ensuring employees are fairly compensated, inspiring your team to achieve greatness, and reducing workplace stress, not adding to it. Our robust sales compensation solution integrates multiple data streams into one true data source for reliable insights. With accurate commission payouts and user-friendly quota-attainment tools, your reps can stay focused and motivated on the right activities that drive productivity and their commission earnings. Implement better quality control measures to protect, standardize, and improve business processes across your organization. By creating a culture of transparency, you can accelerate your organization's DEI efforts, help mitigate risk & eliminate unconscious bias, etc.Starting Price: Free -
37
PEIMI
PEIMI
Peimi is a sales commission management software that automates commission calculations, eliminating the need for spreadsheets and manual processes, thereby reducing human errors and accelerating validation times. The tool provides visibility for all stakeholders, allowing data analysis and one-click exports. With Peimi, you can create any compensation scheme, from the simplest to the most complex, helping to motivate your team to achieve 100% of their objectives. Additionally, it integrates seamlessly with your CRM or ERP, centralizing all information into a single platform, simplifying data entry, and reducing the risk of errors, ensuring accurate and timely commission calculations. Peimi also allows you to simulate compensation plans to choose the one that best fits your company's needs, enhancing employee confidence through greater transparency and data accessibility. -
38
OneLink
Intruity
OneLink was created with the agency owner in mind. We were born out of the desire to obtain a more comprehensive and advanced technology base for the insurance industry. OneLink leads the industry as a complete and diversified solution. OneLink gives you complete control of your agency. Easily create hierarchies and manage user access. Keep track of potential clients as well as repeat business. Spot new opportunities to expand your insurance services, all in the same system. Track payments and process commissions with ease. OneLink can handle both manual and automatic processing, and is totally customizable. OneLink generates multiple reports containing production data, policy summaries, call performance and commission tracking. OneLink provides this data almost instantaneously. We recognize the insurance industry requires a unique set of functionality when it comes to lead management. OneLink uses ForcedLead technology to support your agency with up to date contact opportunities. -
39
Mindware Insurance Agency System
Mindware Systems
We provide comprehensive solutions for small and medium companies in improving quality and productivity of work at a very competitive price. MIAS is specially designed for Insurance Agencies and Agents. Powerful, Easy-to-Use, Affordable, Lower maintenance costs, Fast and effective systems implementation and integration. It can handle your daily tasks as well as accounting statements. We can import the data from the program you are currently using to MIAS. Enter quotations, policies, endorsements, renewal notices, payments, commissions and generate outstanding payments & sales reports. Scan all your documents Proposal Forms, Schedules, CI’s, Endorsements, claims and link them to policies so that you don’t have to search hard copies. Templates are specially design input screens for each class of insurance. Find Policies by any given details (eg. Customer telephone, Name, Address, Policy number, endorsement number, etc…). -
40
LTS Pro
Business Assistant
This agent and agency management, marketing and tracking software system is designed to assist independent agents and agencies in tracking and running their agency more efficiently using best practices. The software is set up in an administration-mode. After the administrator signs in they go through the setup process by adding agents, carriers’ information, lead sources, and the drip campaign letters. They can also input group and individual commissions, create and upload custom letters, and set up all the group and individual client accounts for each agent. The software is designed to allow queries by carrier, by lead source, by type of lead, by agent. The administrator can run reports that display closing ratios such as sales vs. dead-leads, sales vs. callbacks. -
41
Xactly Commission Expense Accounting
Xactly Corp
A complete commissions expense management solution that ensures compliance with the latest ASC 606/IFRS 15 standards. Automate true-up changes due to any contract event, whether a contract adjustment, shift in employee status, or customer churn. Impairments are triggered automatically for any changes, including start dates or changes in the benefit period. Gain a holistic view of the complete lifecycle of your commission expenses with a library of pre-built and automated reports and dashboards, including amortization schedules, profitability statements, accounting model comparisons, and summary roll forward by group. Xactly CEA delivers a comprehensive, end-to-end solution to automate compliance with ASC 606, including both full and modified retrospective approaches. Seamlessly integrates with an organization’s existing infrastructure, including CRM, HRIS, CLM and CPQ systems. Xactly CEA manages any number of accounting books and interoperates with all downstream accounting ledgers. -
42
Automated Group Benefits
AGB Business Services
Automated Group Benefits is a business automation system developed specifically for General Agencies (GA) and the Employee Benefits Industry. AGB allows GA's to increase the productivity and efficiency of their businesses by incorporating seamless integrated state-of-the-art software. Automated Group Benefits can be provided as a fully turnkey system. All support is provided by our dedicated support staff ensuring that you can focus on building business. AGB contains an integrated tasking system to link tasks and notes to each record in the system. This ensures that renewals, deadlines and other tasks are completed. AGB contains reporting tools to manage clients and their related books of business including payment history and plan information with summary of benefits. AGB is able to track commissions and account information, as well as split commissions, calculate and print checks, send electronic payments and manage payment history. -
43
GloveBox
GloveBox
The agency branded self-service platform connected to all insurance carriers. A premier technology for the IA channel. GloveBox is a centralized mobile and web application allowing insurance policy holders to access their policy documents, pay a bill, initiate a claim and so much more regardless of which carrier their policies are written with. The goal of GloveBox is to enhance the customer experience for the insurance client while reducing service costs and increasing overhead for both agencies and carriers. A seamless all-in-one platform connecting clients to your agency and their carrier(s). Choose from a full list of insurance companies to organize personal lines policies inside your GloveBox. Once your carrier is selected, it is added to your homepage and you may proceed to register for an account and/or login. GloveBox includes robust automation for client distribution and a seamless in-app experience.Starting Price: $150/month -
44
NowCerts
NowCerts
NowCerts is a secure, intelligent, and intuitive agency management system (AMS) cloud-based that features self-serve certificates, commissions tracking, and automate updates of policy information from carrier databases. Hosted in a secure server environment, NowCerts is intelligently designed and engineered to include a number of artificial intelligence features that help increase Agency IQ. Other key features include ACORD forms, task manager, invoices and receipts, email synchronization, loss runs, endorsements, permissions and reminders, and more.Starting Price: $49.00/month -
45
LexisNexis Attract
LexisNexis
LexisNexis® Attract™ scores help insurance carriers conveniently and accurately classify insureds and applicants according to their risk potential, leading to improved underwriting. LexisNexis® Attract™ scores help insurance carriers conveniently and accurately classify insureds and applicants according to their risk potential, leading to improved underwriting. Now, with Attract™ 5.0, carriers have access to our most predictive models yet. For more than two decades, LexisNexis Risk Solutions has helped improve rating, pricing, and underwriting decisions for the insurance business. These solutions span the home, auto, and commercial markets. Superior loss predictability, regulatory, compliance, and easy implementation that improves business outcomes remain core to the Attract™ suite of scores. The next generation, AttractTM 5.0 solution provides carriers the ability to make even better use of consumer credit information to improve underwriting efficiency further. -
46
Commission Calculator
Stinson Solutions
If you pay commissions to your sales reps and use QuickBooks, this is a MUST HAVE. You’ll be amazed at the time this will save you. Commission Calculator retrieves issued or paid invoices (whichever basis you use for commissions) directly from your QuickBooks company file (no exporting of data needed) and instantly calculates the commission earned by each sales rep (which are also automatically retrieved from QuickBooks). Commission Calculator also allows you to exclude one or more Items from your commission calculations. Like your reps, sales and payments, all of your Items are retrieved automatically from QuickBooks and presented to you in a list. Simply select the Items you want to exclude from the list (or deselect previous selections for inclusion). This is great for excluding Items like Shipping or Freight. Do you calculate your commissions on gross profit (invoiced amount less cost)? No problem, Commission Calculator does that too!Starting Price: $699.00/one-time -
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BimaGrow
BimaGrow
BimaGrow is a complete business growth platform designed for insurance advisors. From managing client data, policies, and renewals to tracking commissions and generating business insights, BimaGrow makes everything simple and organized. With powerful features like Lead Management, Policy Management, Renewal Reminders, Commission Tracking, Ledger, Business Reports, and AI-powered tools, advisors can focus more on sales and service rather than paperwork. BimaGrow also offers a lifetime free advisor website, unlimited editing, marketing posters, and vehicle/policy search to make your work smarter. You can even manage family groups, upsell or cross-sell policies, and unlock additional income opportunities through tie-ups. Whether you’re an independent advisor or running an agency, BimaGrow helps you save time, increase efficiency, and grow your insurance business with confidence.Starting Price: ₹2,999/year -
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Hi Marley
Hi Marley
Experience the Hi Marley texting platform, connecting carriers and their partners to the end customer for that moment of truth. For claims, underwriting and policy interactions, Hi Marley has insurance carriers covered! Our integrated, AI-enabled texting solution allows insurance carriers to deliver a seamless and modern communication experience that today’s insureds expect. The Hi Marley platform is solely designed for the insurance industry, offering best-in-class features and functionality aimed to delight end customers. Representatives interact through our web-based application while customers communicate through a simple text conversation — no app download or webpage visit necessary. When selecting Hi Marley, you’re not just choosing a texting platform, you’re investing in your customer’s journey for a better way to experience insurance. Our team comes from deep-rooted insurance backgrounds, solving the problems we know exist. -
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Employee Navigator
Employee Navigator
Software for insurance brokers, carriers, and HR departments to make running a business easier. Employee Navigator works with the nation's leading insurance brokers and insurance carriers to provide companies of all sizes with modern benefits & HR software. Join the nation’s fastest growing benefits and HR platform today and see what over 1,000 brokers and 27,000 companies of all sizes have already discovered. Employee Navigator’s SOC2 (Service Organization Controls) Type II certification demonstrates our commitment to security, integrity, confidentiality, and privacy. -
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Easy Incentivizer
Cyntexa
Easy Incentivizer helps businesses to calculate the commissions of their sales agents and managers automatically for the opportunities that they have closed-won. Thus, resolving the headache of managing commissions manually and removing all the manual interventions in calculating commissions. It is a 100% native app on Salesforce and requires no in-app purchase. Here are some of the features of Easy Incentivizer: 1. Commission calculated automatically on the first day of each month 2. Progressive Commissions can be calculated 3. Different Commission Criteria can be defined for each user. 4. Commission Criteria can be stored in a form of a template to be used for other users. 5. Personalized dashboards for each user to see their performance for the last 5 years. 6. Role Hierarchy set up so that sales agents cannot see the dashboard for other users. By using Easy Incentivizer businesses can: ✔ Save Time ✔ Save Costs ✔ Manage Commissions effectively ✔ Define Custom ComStarting Price: 0$
