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What is Palette?

Minimize mistakes and enhance efficiency by gaining immediate insights into commission accruals and disbursements. Your specific criteria can activate payouts, while all your information can be consolidated into a single reliable source. With our commission plan designer, implementing intricate calculation rules becomes straightforward. Establishing trust is essential, and this is achieved through transparent and verifiable commission processes that ensure timely payments. Commissions can be calculated automatically in real-time, allowing your team to focus on what truly matters. Palette equips your sales personnel with tailored performance dashboards that are refreshed instantly, fostering both transparency and clarity. The data related to commissions can be utilized to address your organization’s most pressing inquiries. You also have the opportunity to A/B test your compensation strategies to evaluate their effects on cash flow and overall business objectives. Optimize the ramp-up process, establish more effective quotas, manage commission expenses, and predict future payouts while extracting crucial insights that drive your business forward. By leveraging these tools, your organization can make informed decisions that align with its growth strategy.

What is EvolveICM?

EvolveICM acts as the incentive compensation management feature within our SPM software, specifically crafted for insurance carriers. This cutting-edge solution simplifies the commission calculation process, enabling businesses to conserve essential time and resources that would otherwise be dedicated to manual computations. With this module, you can proficiently oversee the performance of your sales channels while automating numerous tasks, establishing incentive programs, and much more. Designed for insurance carriers and agencies managing complex commission structures, including those in health insurance and Medicare, EvolveICM supports core, flat, percentage, or split commission models. Our commissions management software effectively handles these payouts on your behalf, turning what was once a laborious process into a quick and efficient task. In fact, while conventional manual calculations may require several hours, our automated system can perform this in under ten minutes, even for large eight-figure payouts, allowing you to prioritize business growth over tedious calculations. This remarkable efficiency not only enhances productivity but also empowers organizations to allocate their efforts toward strategic initiatives.

Media

Media

Integrations Supported

Axis LMS
Bullhorn
Chargebee
Close
HubSpot CRM
HubSpot Customer Platform
Nekton.ai
NetSuite
Outreach
Pennylane
Pipedrive
QuickBooks Online
QuickBooks Online Advanced
Salesforce
Sellsy
Slack
Stripe
Xero

Integrations Supported

Axis LMS
Bullhorn
Chargebee
Close
HubSpot CRM
HubSpot Customer Platform
Nekton.ai
NetSuite
Outreach
Pennylane
Pipedrive
QuickBooks Online
QuickBooks Online Advanced
Salesforce
Sellsy
Slack
Stripe
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Palette

Company Location

United States

Company Website

www.palettehq.com

Company Facts

Organization Name

EvolveNXT

Date Founded

2012

Company Location

United States

Company Website

evolvenxt.com/product/evolve-icm/

Categories and Features

Commission

Affiliate Management
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions

Compensation Management

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

Categories and Features

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