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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 CaptivateIQ?

Streamlined commission tracking is essential for fostering team productivity and cohesion. We are firm believers that diligent efforts deserve acknowledgment, and we offer a more efficient approach to achieving this. With the ability to consolidate all your data sources in a single platform, you can perform real-time calculations seamlessly. To maximize each team's performance, you have the option to create, review, and implement tailored commission plans. To keep everyone engaged and aligned with the company's goals, distribute user-friendly, personalized reports. By directly connecting your data sources to our platform, you can execute swift and precise calculations. Effortlessly synchronize commission data across various teams to ensure accurate real-time calculations. Incorporating your data sources into our Commission system can significantly reduce the time spent on data cleansing and collection each month. For dependable and precise commission statements, conduct monthly calculations using the same data source consistently. There's no need for manual data entry or frequent updates, allowing you to focus on more strategic initiatives. By simplifying these processes, we help teams thrive while ensuring transparency and motivation remain at the forefront.

Media

Media

Integrations Supported

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

Integrations Supported

Microsoft Excel
Salesforce
Amazon Redshift
Microsoft 365
MySQL
PostgreSQL
Snowflake

API Availability

Has API

API Availability

Pricing Information

$899 per month

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Commissionly

Date Founded

2018

Company Location

United Kingdom

Company Website

www.commissionlytracker.com

Company Facts

Organization Name

CaptivateIQ

Date Founded

2017

Company Location

United States

Company Website

www.captivateiq.com

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

Commission

Not specified

Sales Compensation

Not specified

Sales Enablement

Not specified

Popular Alternatives

Popular Alternatives

Commissionly Tracker Reviews & Ratings

Commissionly Tracker

Commissionly