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About

Complete back office solution built for the cloud and mobile friendly. Simplifies and automates back office work, improving speed and accuracy. Data moves seamlessly throughout the process with no need to manually re-enter anything. Integrates with many CRMs and other tools. Structured implementation and responsive customer service. Additional professional services available. • Transaction Management • Commission Automation • Accounting • Agent Management • Reporting and Analytics In addition to providing functionality for all back office needs, BoldTrail invests heavily in client support: • Knowledgeable, Responsive Customer Service • Integration Marketplace and Open API • Structured Implementation • Detailed Product Documentation • Professional Services

About

Comissio is an insurance-specific commission management platform that centralizes, automates, and streamlines the entire lifecycle of insurance commission processing, tracking, and reporting so agencies can replace manual spreadsheets and fragmented tools with one cloud-based system. It supports single and multi-carrier processing, handles new and recurring commission runs in a single batch, and lets users set customized pay codes, schedules, and hierarchies for agents with varying commission structures. It automates commission calculations, adjustments, and chargebacks, creates ACH files for direct commission payments, and provides real-time dashboards and reporting to improve visibility into beginning balances, advances, recoveries, and ending agent balances. Designed for health, life, and accident insurance businesses, Comissio helps reduce human error, expedite payouts, and simplify complex hierarchies and reconciliation by consolidating data.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Real estate brokers, owners, office managers, transaction coordinators

Audience

Insurance agencies, carriers, FMOs, and finance teams that want a dedicated platform to automate, track, and report commission calculations and payouts accurately

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$5 to $60/month/user
Free Version
Free Trial

Pricing

$249 per month
Free Version
Free Trial

Reviews/Ratings

Overall 4.2 / 5
ease 4.2 / 5
features 4.4 / 5
design 4.4 / 5
support 4.3 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

BoldTrail
United States
boldtrail.com/platform/

Company Information

Comissio
United States
comissio.com

Alternatives

TotalBrokerage

TotalBrokerage

Brokerage Management Solutions

Alternatives

Commissionly Tracker

Commissionly Tracker

Commissionly
Lone Wolf

Lone Wolf

Lone Wolf Technologies

Categories

Categories

Real Estate Accounting Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Commission Management
Contract Management
General Ledger
Mobile Access
Payroll
Property Development Management
Reporting / Analytics
Work Order Management

Real Estate Agency Features

Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management

Real Estate Transaction Management Features

Accounting
Appointment Scheduling
Commission Management
Contract Management
Critical Date Alerts
CRM
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review

Integrations

BoldTrail
BoomTown
CINC
Docusign
Dropbox
Follow Up Boss
Google Drive
HomeBinder
LionDesk
Lofty
Propertybase
QuickBooks Online
QuickBooks Online Advanced
Salesforce
SurveyMonkey
TRIBUS
Updater
Xero
Zapier

Integrations

BoldTrail
BoomTown
CINC
Docusign
Dropbox
Follow Up Boss
Google Drive
HomeBinder
LionDesk
Lofty
Propertybase
QuickBooks Online
QuickBooks Online Advanced
Salesforce
SurveyMonkey
TRIBUS
Updater
Xero
Zapier
Claim BoldTrail Back Office and update features and information
Claim BoldTrail Back Office and update features and information
Claim Comissio and update features and information
Claim Comissio and update features and information