Commissionly TrackerCommissionly
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Torch CRMTorch Automation
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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
Torch CRM is a customer relationship management system for manufacturers' representatives, rep agencies, and other B2B sales teams that sell through quotes. It brings accounts, contacts, leads, opportunities, quotes, orders, sales, commissions, manufacturer line sheets, samples, products, and price books into one workspace. Teams can track pipelines by territory and principal, create quote PDFs, follow up on quotes, manage activities and tasks, import commission statements, and report on sales and payouts. Ginger, a voice assistant, transcribes calls and drafts CRM updates for review. The web application includes Outlook and Quickbase integrations, private API access, role-based access, multi-factor authentication, an audit log, and data export. A companion iPhone app supports field access to accounts, contacts, quotes, tasks, and sales data. A 30-day money-back guarantee is offered, and Torch Automation can develop custom features.
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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
Not Supported
Chromebook
Not Supported
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Audience
Commission tracker solution for Medicare and other lines of Insurance
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Audience
Manufacturers, manufacturers' rep agencies, distributors, and B2B sales teams that sell through quotes.
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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
Not Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
$899 per month
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$75/user/month
The plan costs $75 per user per month and is billed monthly. Subscriptions can be canceled anytime.
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
Supported
Webinars
Not 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 InformationTorch Automation
Founded: 2021
United States
torch-crm.com
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Alternatives |
Alternatives |
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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
HubSpot Customer Platform
Supported
Microsoft Excel
Supported
Microsoft Outlook
Not Supported
Pipedrive
Supported
QuickBooks Cash
Supported
Quickbase
Not Supported
Salesforce
Supported
Xero
Supported
Zendesk
Supported
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Integrations
HubSpot CRM
Not Supported
HubSpot Customer Platform
Not Supported
Microsoft Excel
Not Supported
Microsoft Outlook
Supported
Pipedrive
Not Supported
QuickBooks Cash
Not Supported
Quickbase
Supported
Salesforce
Not Supported
Xero
Not Supported
Zendesk
Not Supported
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