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What is Sequifi?

Sequifi is a cutting-edge cloud solution designed for businesses that operate on commission-based models, combining commission oversight with payroll and workforce management capabilities. This platform accurately calculates tiered commissions, bonuses, manager overrides, adjustments, and clawbacks in accordance with personalized pay rules, efficiently channeling the validated amounts to payroll for both W-2 employees and 1099 contractors. It simplifies payroll operations by offering tools for pay-cycle preparation, comprehensive reviews, approval processes, deductions, and the upkeep of payroll records. In addition, Sequifi facilitates recruitment and onboarding processes, document management, role and team organization, performance monitoring, and access to training materials. Sales personnel enjoy the convenience of monitoring anticipated earnings and detailed payment data through mobile apps, while managers and finance teams can oversee payroll calculations and cycles, ensuring precision. Tailored specifically for the field-sales and service industries, Sequifi caters to sectors such as mortgage, solar, roofing, fiber, HVAC, pest control, and home-services, which often deal with intricate variable compensation systems, thus improving operational efficiency and transparency. By unifying these various functions into a single cohesive platform, Sequifi enables organizations to enhance their workforce management and commission processes significantly, ultimately driving better performance across the board. Its comprehensive approach helps to streamline workflow and reduce errors, making it an invaluable tool for businesses looking to thrive in competitive markets.

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

HubSpot CRM
Salesforce
Google Sheets
JobNimbus
Jobber
QuickBooks Online

Integrations Supported

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

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

$899 per month

Supported Platforms

SaaS
Android
iPhone

Supported Platforms

SaaS

Customer Service / Support

24 Hour Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Webinars
Online Training

Training Options

Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Sequifi

Date Founded

2022

Company Location

United States

Company Website

sequifi.com

Company Facts

Organization Name

Commissionly

Date Founded

2018

Company Location

United Kingdom

Company Website

www.commissionlytracker.com

Categories and Features

Commission

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

Popular Alternatives

Popular Alternatives

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