CRMDAY One

CRMDAY One

CRMDAY
Commissionly Tracker

Commissionly Tracker

Commissionly
+
+

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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/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:

Review this Software

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:

Review this Software

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 Information

CRMDAY
Founded: 2019
United States
crmday.net/one

Company Information

Commissionly
Founded: 2018
United Kingdom
www.commissionlytracker.com

Alternatives

Alternatives

Live 360

Live 360

360 Technologies USA LLC
Webtrix24

Webtrix24

Webtrix Solutions
Aspire

Aspire

Impowersoft

Categories

Insurance CRM Supported

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
Salesforce Not Supported
WhatsApp Supported
Xero Not Supported
Zendesk Not Supported
Zoho CRM 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
Salesforce Supported
WhatsApp Not Supported
Xero Supported
Zendesk Supported
Zoho CRM Supported
Claim CRMDAY One and update features and information
Claim CRMDAY One and update features and information
Claim Commissionly Tracker and update features and information
Claim Commissionly Tracker and update features and information