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What is Torch CRM?

Torch CRM serves as an all-encompassing solution for customer relationship management, specifically designed for manufacturers' representatives, rep agencies, and various B2B sales teams that operate primarily through quotations. This platform integrates essential components such as accounts, contacts, leads, opportunities, quotes, orders, sales, commissions, manufacturer line sheets, samples, products, and price books into a single cohesive workspace. Users can effectively track their pipelines based on territory and principal, create PDF quotes, follow up on pending quotes, manage tasks and activities, import commission data, and evaluate sales and payout metrics. Moreover, the integrated voice assistant, Ginger, aids in transcribing calls and preparing CRM updates for users to review, enhancing efficiency. The web application also boasts smooth integrations with Outlook and Quickbase, private API access, strong role-based access controls, multi-factor authentication, an audit log for monitoring changes, and capabilities for data export. To further improve user experience, a dedicated iPhone app allows field access, enabling users to check accounts, contacts, quotes, tasks, and sales information while on the move. Additionally, customers can benefit from a 30-day money-back guarantee, with Torch Automation providing the option to develop customized features that cater to specific business requirements. This ensures that every user enjoys a tailored experience. Ultimately, Torch CRM emerges as a multifunctional tool that enhances the sales workflow for B2B teams, making it an indispensable asset in today’s competitive landscape.

What is Comissio?

Comissio serves as a dedicated platform for overseeing insurance commissions, offering a centralized and automated solution that significantly improves and streamlines the entire commission management process, encompassing everything from tracking to reporting, which allows agencies to transition away from labor-intensive spreadsheets and fragmented tools to a unified cloud-based system. It adeptly handles both single and multiple carrier commission processing, efficiently executing new and recurring commission runs in a single consolidated batch, while providing users with the ability to tailor pay codes, schedules, and hierarchies to reflect the varied commission structures of their agents. The platform automates crucial functions including commission calculations, adjustments, and chargebacks, generates ACH files for direct payment distribution, and presents real-time dashboards alongside detailed reporting, enhancing transparency into initial balances, advances, recoveries, and final agent balances. Specifically designed for enterprises engaged in health, life, and accident insurance, Comissio plays an essential role in reducing human error, accelerating payout timelines, and simplifying the complexities associated with intricate hierarchies and reconciliations by consolidating data into a single accessible platform. This all-encompassing methodology not only boosts operational efficiency but also empowers agencies to concentrate on their primary business activities without the burden of manual commission management duties, ultimately leading to a more productive workflow. Additionally, by addressing these challenges, Comissio ensures that agencies can allocate their resources more effectively, fostering growth and enhancing client satisfaction.

Media

No images available

Media

Integrations Supported

Microsoft Outlook
Quickbase

Integrations Supported

API Availability

Has API

API Availability

Pricing Information

$75/user/month
The plan costs $75 per user per month and is billed monthly. Subscriptions can be canceled anytime.

Pricing Information

$249 per month

Supported Platforms

SaaS
iPhone

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Torch Automation

Date Founded

2021

Company Location

United States

Company Website

torch-crm.com

Company Facts

Organization Name

Comissio

Company Location

United States

Company Website

comissio.com

Categories and Features

Commission

Not specified

CRM

Not specified

Categories and Features

Commission

Not specified

Insurance

Not specified

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