CRMDAY OneCRMDAY
|
Commissionly TrackerCommissionly
|
|||||
Related Products
|
||||||
About
CRMDAY One is a cloud CRM and insurance operations platform for independent agents, agencies and FMOs. It brings client and household records, sales pipelines, policies, tasks, communication history and renewal workflows into one workspace. Agents can import HealthSherpa export files, preview updates and review conflicts, while embedded ACA quoting connects clients to Healthcare.gov plan comparisons. The platform supports Open Enrollment campaigns, workflow automation, reporting, agency networks and commission management. Its shared inbox brings together email, SMS, WhatsApp, voice and Instagram, with availability depending on configuration and third-party providers. Aria AI assists with insurance workflows, and an optional ChatGPT plugin lets authorized users work with CRM records and tasks in ChatGPT. CRMDAY One is aimed at U.S. insurance professionals serving health, ACA, Medicare and life insurance clients.
|
About
For less than the cost of an employee, our insurance commissions calculation software saves time and recovers profit from missing commissions for Medicare and other lines of insurance.
Our insurance commission management software automates the tracking of missing payments and calculates all your commissions, overrides, splits, overrides, bonuses and uplines.
Our carrier statement import system matches the headings in your carrier reports to swiftly import commission payments. Multiple carrier reports will be converted into standard formats so that you can extract useful reports from the data.
The system will identify any Medicare or other insurance commission payments that do not match the schedule or amount you expect to receive. You can export your discrepancies with all the carrier information attached ready to send to your carrier for correction and payment.
|
|||||
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
|
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
|
|||||
Audience
Independent insurance agents, insurance agencies and FMO networks in the United States, especially ACA, health and life insurance teams.
|
Audience
Commission tracker solution for Medicare and other lines of Insurance
|
|||||
Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
|
Support
Phone Support
Not Supported
24/7 Live Support
Supported
Online
Supported
|
|||||
API
Offers API
Supported
|
API
Offers API
Supported
|
|||||
Screenshots and Videos |
Screenshots and Videos |
|||||
Pricing
$69/user/month
$69 per licensed user per month; volume rates are available for larger teams. Platform modules are included. Messaging and voice services are contracted separately. A free trial is available without a credit card.
Free Version
Not Supported
Free Trial
Supported
|
Pricing
$899 per month
Free Version
Not Supported
Free Trial
Not Supported
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
|
Training
Documentation
Not Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
|
|||||
Company InformationCRMDAY
Founded: 2019
United States
crmday.net/one
|
Company InformationCommissionly
Founded: 2018
United Kingdom
www.commissionlytracker.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
||||||
|
|
||||||
|
|
|
|||||
Categories |
Categories |
|||||
Compensation Management Features
Bonus Management
Not Supported
Compensation Assessment
Supported
Compensation Calculation
Supported
Compensation Plan Modeling
Supported
Compensation Statements
Supported
Employee Reward Programs
Not Supported
Incentive Programs
Supported
Organizational Charting
Not Supported
Salary Planning
Supported
Insurance Agency Management Features
Claims Management
Not Supported
Commission Management
Supported
Contact Management
Supported
Document Management
Not Supported
Insurance Rating
Not Supported
Life & Health
Supported
Policy Management
Supported
Property & Casualty
Not Supported
Quote Management
Not Supported
|
||||||
Integrations
ChatGPT
Supported
Facebook
Supported
Gmail
Supported
HealthSherpa
Supported
HubSpot CRM
Not Supported
HubSpot Customer Platform
Not Supported
Instagram
Supported
Microsoft Excel
Not Supported
Pipedrive
Not Supported
QuickBooks Cash
Not Supported
|
Integrations
ChatGPT
Not Supported
Facebook
Not Supported
Gmail
Not Supported
HealthSherpa
Not Supported
HubSpot CRM
Supported
HubSpot Customer Platform
Supported
Instagram
Not Supported
Microsoft Excel
Supported
Pipedrive
Supported
QuickBooks Cash
Supported
|
|||||
|
|
|