Commissionly Tracker

Commissionly Tracker

Commissionly
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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.

About

Core Commissions delivers powerful and flexible sales commission management software that automates every step of the commission process. Sales organizations of all sizes can choose the package, including Enterprise and our fully Managed Services program, that works best for their sales team. Integrate Core into your CRM, ERP, or other financial and business management apps to import data and apply even the most complex commission rules easily. Generate comprehensive analytics and metrics immediately. Run your entire commission cycle with a click of a button then generate individualized reports and email them to each payee with another click.

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 Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Commission tracker solution for Medicare and other lines of Insurance

Audience

sales organizations of all sizes

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$899 per month
Free Version Not Supported
Free Trial Not Supported

Pricing

$12/month/payee
Get set up quickly with our Quick Start program for $500 which includes up to 10 hours of set up, training, and other assistance from our implementers as well as a 30 day trial with the system. No commitment required.
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:

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 4.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • The support system that allows me to implement changes with ease. An easy to navigate layout with a clear idea where to go. Also, I enjoy the little animation of the cow at the cash register on the web version.

Cons

  • While I understand the components, it's not always easy to implement one's own formulas and reports. But that is countered with the accessible support system on hand.

Training

Documentation Not Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Commissionly
Founded: 2018
United Kingdom
www.commissionlytracker.com

Company Information

Core Commissions
Founded: 2005
United States
www.corecommissions.com

Alternatives

Alternatives

Commissionly Tracker

Commissionly Tracker

Commissionly

Categories

Categories

Commission Supported
Sales Compensation Supported

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

Commission Features

Affiliate Management Supported
Agency Commission Supported
Commission Calculations Supported
Commission Scheduling Supported
Commission Tracking Supported
Compliance Management Supported
Flat Commissions Supported
Incentive Programs Supported
Multi-Tiered Commissions Supported
Percentage Commissions Supported
Sliding Scale Commissions Supported
Split Commissions Supported

Compensation Management Features

Bonus Management Supported
Compensation Assessment Not Supported
Compensation Calculation Supported
Compensation Plan Modeling Not Supported
Compensation Statements Not Supported
Employee Reward Programs Not Supported
Incentive Programs Supported
Organizational Charting Not Supported
Salary Planning Not Supported

Integrations

HubSpot CRM Supported
HubSpot Customer Platform Supported
Salesforce Supported
CostGuard Not Supported
Freshsales Not Supported
Microsoft Dynamics 365 Not Supported
Microsoft Excel Supported
NetSuite Not Supported
Pipedrive Supported
QuickBooks Cash Supported
QuickBooks Online Not Supported
Sage Accounting Not Supported
Xero Supported
Zendesk Supported
Zoho CRM Supported

Integrations

HubSpot CRM Supported
HubSpot Customer Platform Supported
Salesforce Supported
CostGuard Supported
Freshsales Supported
Microsoft Dynamics 365 Supported
Microsoft Excel Not Supported
NetSuite Supported
Pipedrive Not Supported
QuickBooks Cash Not Supported
QuickBooks Online Supported
Sage Accounting Supported
Xero Not Supported
Zendesk Not Supported
Zoho CRM Not Supported
Claim Commissionly Tracker and update features and information
Claim Commissionly Tracker and update features and information
Claim Core Commissions and update features and information
Claim Core Commissions and update features and information