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
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.
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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
Not 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
MGAs, independent agents, brokers, premium finance firms
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Support
Phone Support
Not Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
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
$20 per month
Free Version
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
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 InformationePayPolicy
Founded: 2014
United States
epaypolicy.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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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
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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
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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
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