Commissionly TrackerCommissionly
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Related Products
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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.
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About
Sequifi is a cloud-based platform for commission-driven organizations that brings commission management, payroll, and workforce tools together. It calculates tiered commissions, splits, bonuses, manager overrides, adjustments, and clawbacks from configurable pay rules, then routes approved amounts into payroll for W-2 employees and 1099 contractors. Payroll workflows include pay-cycle preparation, review, approvals, deductions, and pay records. The platform also supports recruiting and onboarding, employee documents, role and team management, performance visibility, and training. Sales representatives can review projected earnings and pay details through mobile apps, while managers and finance teams oversee calculations and payroll cycles. Sequifi is designed for field-sales and service businesses, including mortgage, solar, roofing, fiber, HVAC, pest control, and home-service teams managing variable compensation.
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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
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Not Supported
Android
Supported
Chromebook
Not Supported
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Audience
Commission tracker solution for Medicare and other lines of Insurance
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Audience
Commission-driven sales organizations in mortgage, insurance, solar, roofing, fiber, HVAC, pest control, turf, and home services looking for a unified commission, payroll, and HR platform
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Support
Phone Support
Not Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Supported
Online
Not Supported
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API
Offers API
Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$899 per month
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Not Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Not Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Company InformationCommissionly
Founded: 2018
United Kingdom
www.commissionlytracker.com
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Company InformationSequifi
Founded: 2022
United States
sequifi.com
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Categories |
Categories |
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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
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Integrations
HubSpot CRM
Supported
Salesforce
Supported
Google Sheets
Not Supported
HubSpot Customer Platform
Supported
JobNimbus
Not Supported
Jobber
Not Supported
Microsoft Excel
Supported
Pipedrive
Supported
QuickBooks Cash
Supported
QuickBooks Online
Not Supported
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Integrations
HubSpot CRM
Supported
Salesforce
Supported
Google Sheets
Supported
HubSpot Customer Platform
Not Supported
JobNimbus
Supported
Jobber
Supported
Microsoft Excel
Not Supported
Pipedrive
Not Supported
QuickBooks Cash
Not Supported
QuickBooks Online
Supported
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