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What is RetireCo?

Introducing a completely FREE CRM solution tailored for those in the insurance and financial industries. Optimize your processes to save precious time and reduce costs. Benefit from seamless communication via mobile and social media platforms for instant connectivity. Revolutionize the way you interact with clients and prospects. Maintain a consistent stream of leads from diverse sources, alleviating worries about where your next client may come from. Gain access to competitive commissions from over 500 carriers spanning life & health, as well as property & casualty sectors. Utilize this versatile software at your own pace, with no contractual obligations required. This platform not only facilitates your business growth but also removes unnecessary obstacles that could hinder your success. Additionally, it provides tools that allow for better tracking and management of your client relationships.

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.

Media

Media

Integrations Supported

ProspectBoss

Integrations Supported

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

API Availability

API Availability

Has API

Pricing Information

Pricing not provided
Free Version

Pricing Information

$899 per month

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Not specified

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Not specified

Training Options

Webinars
Online Training
On-Site Training

Company Facts

Organization Name

RetireCo

Date Founded

2009

Company Location

United States

Company Website

agent.retireco.com/professionals

Company Facts

Organization Name

Commissionly

Date Founded

2018

Company Location

United Kingdom

Company Website

www.commissionlytracker.com

Categories and Features

CRM

Not specified

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

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