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

Data science and machine learning in operation management. Multi-lines sales & commission tracking. Split commission assignments and tracking. Earned vs. collected commission comparison. Analyze multi-line multi-channel shipments. Design-in pipeline, and close design-ins faster with AI action recommendations. Visualize team members' contributions to the pipeline. Design-in tracker reports for principals. 1-on-1 design-in review with principals and sales teams. Multi-channel shipment data. Preprocess, clean, and analyze shipment data. Track customer purchases from multi-channel multi-line. Cleaned, and consolidated shipment reports. Distributor analysis; pos, pop, inventory levels. Reports, integrations & APIs. Integrations with most CRM systems. Automatic reports/updates to other CRMs. Reports tailored to principals/partners CRMs. Design-in registrations, call reports, design-tracker. Intelligent cloud application. Designed for manufacturers & representatives.

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

Commission tracker solution for Medicare and other lines of Insurance

Audience

Businesses requiring a solution to manage and streamline their B2B technical sales processes

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

$899 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

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 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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Commissionly
Founded: 2018
United Kingdom
www.commissionlytracker.com

Company Information

SalesDataFlow
United States
salesdataflow.com

Alternatives

Alternatives

MultiLine

MultiLine

Movius Corp

Categories

Categories

Compensation Management Features

Bonus Management
Compensation Assessment
Compensation Calculation
Compensation Plan Modeling
Compensation Statements
Employee Reward Programs
Incentive Programs
Organizational Charting
Salary Planning

Insurance Agency Management Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Integrations

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

Integrations

HubSpot CRM
HubSpot Customer Platform
Microsoft Excel
Pipedrive
QuickBooks Cash
Salesforce
Xero
Zendesk
Zoho CRM
Claim Commissionly Tracker and update features and information
Claim Commissionly Tracker and update features and information
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Claim SalesDataFlow and update features and information