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What is Commissionly Tracker?

Our software for calculating insurance commissions not only saves valuable time but also helps reclaim profits from overlooked Medicare and various other insurance lines. Additionally, it automates the process of tracking unpaid commissions, overrides, splits, and bonuses, ensuring that no earnings are lost. The system will seamlessly convert reports from different carriers into standardized formats, facilitating the extraction of relevant information. You can effortlessly identify discrepancies and errors, with the capability to export these findings in an organized report format. This streamlined approach enhances accuracy and efficiency in managing insurance commissions.

What is AgencySmart?

AgencySmart functions within a cloud-based framework, allowing you to access client information from virtually anywhere using any device with internet connectivity. This flexibility enables you to address client questions, make calls as policies approach their renewal dates, and keep track of clients' activities. The platform also features renewal tracking and notification systems for both clients and prospects, ensuring that you are promptly informed of service issues that need immediate attention. In addition, it manages enrollment processes, terminations, and adjustments, while monitoring dependents who are turning 26 or are about to lose coverage. It also tracks employees and their dependents as they near 65 years of age, which signifies eligibility for Medicare. The system provides alerts for important tasks and calendar events, includes detailed audit trails for accountability, and facilitates cross-selling while ensuring compliance with regulations. You can send proactive reminders to clients and prospects about upcoming renewals and other critical updates related to plan changes. Moreover, it enables you to connect with clients through personalized messages for birthdays, holidays, and other significant milestones, effectively highlighting all potential opportunities for cross-sales. This all-encompassing tool significantly improves client relationship management while also optimizing your workflow to ensure maximum productivity and efficiency. By integrating these features into a single platform, AgencySmart empowers users to enhance their service delivery and client engagement strategies.

Media

Media

Integrations Supported

HubSpot CRM
HubSpot Customer Platform
Microsoft Excel
Pipedrive
QuickBooks Cash
Salesforce
Xero
Zendesk
Zoho CRM

Integrations Supported

Evergreen

API Availability

Has API

API Availability

Pricing Information

$899 per month

Pricing Information

$49 per month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

Commissionly

Date Founded

2018

Company Location

United Kingdom

Company Website

www.commissionlytracker.com

Company Facts

Organization Name

AgencySmart

Company Location

United States

Company Website

agencysmart.com/software/

Categories and Features

Commission

Not specified

Compensation Management

Compensation Assessment
Compensation Calculation
Compensation Plan Modeling
Compensation Statements
Incentive Programs
Salary Planning

Insurance

Not specified

Insurance Agency Management

Commission Management
Contact Management
Life & Health
Policy Management

Sales Compensation

Not specified

Categories and Features

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