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What is Siddhartha?

Documents can be reproduced instantly from any location at any time. At the heart of an insurance application are the established rule sets and accounting systems. Both detailed and summarized data conversions are easily available. Calculations regarding limits and premiums can be performed either online or in batch mode, producing uniform outcomes. A high degree of information accessibility, coupled with rapid response times, is anticipated. Usability is further enhanced by integrated tools such as Word and Excel. Business scenarios can be effectively tracked both in the present and retrospectively. Within this complex framework, Siddhartha enables insurers to proactively engage with the market. Whether you require fully automated offer generation through platforms like comparis.ch or a customized premium calculator for your site, we have the right solutions for your needs. Additionally, we enhance the entry process with automatic notifications to both prior insurers and new clients, along with improvements to commission structures and application workflows, as well as advancements in statistics and cross-selling strategies. Our promise is to optimize your insurance processes, ensuring they are both streamlined and productive, fostering a strong foundation for future growth and adaptability.

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

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

Integrations Supported

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

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$899 per month
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

Sumex

Date Founded

2019

Company Website

www.sumex.ch/en/siddhartha

Company Facts

Organization Name

Commissionly

Date Founded

2018

Company Location

United Kingdom

Company Website

www.commissionlytracker.com

Categories and Features

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

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

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