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

Easy Incentivizer helps businesses to calculate the commissions of their sales agents and managers automatically for the opportunities that they have closed-won. Thus, resolving the headache of managing commissions manually and removing all the manual interventions in calculating commissions. It is a 100% native app on Salesforce and requires no in-app purchase. Here are some of the features of Easy Incentivizer: 1. Commission calculated automatically on the first day of each month 2. Progressive Commissions can be calculated 3. Different Commission Criteria can be defined for each user. 4. Commission Criteria can be stored in a form of a template to be used for other users. 5. Personalized dashboards for each user to see their performance for the last 5 years. 6. Role Hierarchy set up so that sales agents cannot see the dashboard for other users. By using Easy Incentivizer businesses can: ✔ Save Time ✔ Save Costs ✔ Manage Commissions effectively ✔ Define Custom Com

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

Audience

Commission tracker solution for Medicare and other lines of Insurance

Audience

Organizations that use Salesforce and need a commission calculation software

Support

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

Support

Phone Support Supported
24/7 Live Support 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

0$
Easy Incentivizer is the application which is completely free of cost and built on the Top of Salesforce.
Free Version Supported
Free Trial Supported

Reviews/Ratings

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

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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 Not Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

Commissionly
Founded: 2018
United Kingdom
www.commissionlytracker.com

Company Information

Cyntexa
Founded: 2018
United States
cyntexa.com/easyincentivizer/

Alternatives

Alternatives

Commission Calculator

Commission Calculator

Stinson Solutions
Commissionly Tracker

Commissionly Tracker

Commissionly

Categories

Categories

Commission 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 Not Supported
Flat Commissions Supported
Incentive Programs Supported
Multi-Tiered Commissions Supported
Percentage Commissions Supported
Sliding Scale Commissions Not Supported
Split Commissions Not Supported

Integrations

Salesforce Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Microsoft Excel Supported
Pipedrive Supported
QuickBooks Cash Supported
Xero Supported
Zendesk Supported
Zoho CRM Supported

Integrations

Salesforce Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
Microsoft Excel Not Supported
Pipedrive Not Supported
QuickBooks Cash Not 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 Easy Incentivizer and update features and information
Claim Easy Incentivizer and update features and information