Commissionly Tracker

Commissionly Tracker

Commissionly
Torch CRM

Torch CRM

Torch Automation
+
+

Related Products

  • Everstage
    4.8 out of 5 stars 3,824 Ratings
    Visit Website for Everstage
  • Macaw AMS
    4.9 out of 5 stars 8 Ratings
    Visit Website for Macaw AMS
  • FirstPromoter
    4.6 out of 5 stars 67 Ratings
    Visit Website for FirstPromoter
  • IUX
    4.0 out of 5 stars 968 Ratings
    Visit Website for IUX
  • LIVE Connect
    4.7 out of 5 stars 47 Ratings
    Visit Website for LIVE Connect
  • Level 6
    4.9 out of 5 stars 36 Ratings
    Visit Website for Level 6
  • Predict360
    4.7 out of 5 stars 18 Ratings
    Visit Website for Predict360
  • AestheticsPro
    4.5 out of 5 stars 745 Ratings
    Visit Website for AestheticsPro
  • Bidtracer
    4.2 out of 5 stars 39 Ratings
    Visit Website for Bidtracer
  • Signalmash
    4.9 out of 5 stars 16 Ratings
    Visit Website for Signalmash

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

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.

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 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

Audience

Commission tracker solution for Medicare and other lines of Insurance

Audience

Manufacturers, manufacturers' rep agencies, distributors, and B2B sales teams that sell through quotes.

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 Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

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

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

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

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

Torch Automation
Founded: 2021
United States
torch-crm.com

Alternatives

Alternatives

eRep

eRep

Revalize
Everstage

Everstage

4.8 out of 5 stars
Commission Tracker

Commission Tracker

Commission Tracker Software LLC
Everstage

Everstage

4.8 out of 5 stars

Categories

Categories

Commission Supported
CRM 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

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
Zoho CRM Supported

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
Zoho CRM Not Supported
Claim Commissionly Tracker and update features and information
Claim Commissionly Tracker and update features and information
Claim Torch CRM and update features and information
Claim Torch CRM and update features and information