Commissionly Tracker

Commissionly Tracker

Commissionly
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+

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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

The Simplest Way to Collect Insurance Payments. Accept credit card and ACH payments online. Speed up receivables, bind policies faster, and provide an experience your clients will love. Created by insurance experts for the insurance industry, ePayPolicy provides the simplest solution for insurance agents, brokers, MGAs, and premium finance companies to collect credit card and ACH payments. Easily collect credit card and ACH payments from insureds using your own branded payment page and unique URL. Collect and send funds across the insurance industry and utilize additional features after integrating your management system. Easily collect digital payments from insureds and pass them along to your broker and MGA partners with ease. ePayPolicy is on a mission to eliminate paper checks. Our simple, insurance-centric solution lets you collect digital payments and send funds across the industry.

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 Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Commission tracker solution for Medicare and other lines of Insurance

Audience

MGAs, independent agents, brokers, premium finance firms

Support

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

Support

Phone Support Supported
24/7 Live Support Not 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

$20 per month
Free Version 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 Supported
Live Online Supported
In Person Not Supported

Company Information

Commissionly
Founded: 2018
United Kingdom
www.commissionlytracker.com

Company Information

ePayPolicy
Founded: 2014
United States
epaypolicy.com

Alternatives

Alternatives

InsureEdge

InsureEdge

Damco Solutions

Categories

Categories

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

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 Not Supported
Policy Management Supported
Property & Casualty Not Supported
Quote Management Not Supported

Integration Features

Dashboard Supported
ETL - Extract / Transform / Load Not Supported
Metadata Management Not Supported
Multiple Data Sources Not Supported
Web Services Not Supported

Payment Processing Features

ACH Check Transactions Supported
Bitcoin Compatible Not Supported
Debit Card Support Supported
Gift Card Management Not Supported
Mobile Payments Supported
Online Payments Supported
POS Transactions Not Supported
Receipt Printing Not Supported
Recurring Billing Supported
Signature Capture Not Supported

Recurring Billing Features

Customer Portal Supported
Deferred Billing Not Supported
Discount Management Not Supported
Dunning Management Supported
Invoice History Not Supported
Multi-Currency Not Supported
Multi-Period Recurring Billing Supported
Payment Processing Supported
Recurring Donations Not Supported
Subscription Billing Supported

Integrations

AIM Not Supported
Applied Analytics Not Supported
BindHQ Not Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Microsoft Excel Supported
Pipedrive Supported
QuickBooks Cash Supported
Salesforce Supported
Vertafore AMS360 Not Supported
Xero Supported
Zendesk Supported
Zoho CRM Supported

Integrations

AIM Supported
Applied Analytics Supported
BindHQ Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
Microsoft Excel Not Supported
Pipedrive Not Supported
QuickBooks Cash Not Supported
Salesforce Not Supported
Vertafore AMS360 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 ePayPolicy and update features and information
Claim ePayPolicy and update features and information