Torch CRM

Torch CRM

Torch Automation
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About

The only enterprise-grade commission's management system dedicated to the Insurance industry. With over 30 years of experience in technology and insurance, he has made it his personal mission and his company’s mission to liberate, inspire and encourage his clients’ growth through the application of innovative technology and exceptional service. We have spent the last 18 years studying commission processes working directly with CEOs, COOs, and commission teams of insurance agencies, BGAs and IMOs. During these years, we noticed that growth-focused agencies, like your own, always get caught in one of the traps surrounding the commission process. Any of these traps will cause a bottleneck, slow down and restrict your growth, and make you miss out on profitable opportunities. In 2000, he started a company called SPI Software Solutions (later renamed to GreenWave) providing software and consulting to banking, financial, insurance, manufacturing, and law enforcement organizations.

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

Companies searching for a solution to streamline their commission management operations

Audience

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

Support

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

Support

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

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$55 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 Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

GreenWave
Founded: 2000
United States
greenwavecommissions.com

Company Information

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

Alternatives

Commissionly Tracker

Commissionly Tracker

Commissionly

Alternatives

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eRep

Revalize
AgencyBloc AMS+

AgencyBloc AMS+

AgencyBloc
Commission Tracker

Commission Tracker

Commission Tracker Software LLC
Everstage

Everstage

4.8 out of 5 stars

Categories

Categories

Commission Supported
CRM Supported

Commission Features

Affiliate Management Supported
Agency Commission Not Supported
Commission Calculations Supported
Commission Scheduling Not Supported
Commission Tracking Not Supported
Compliance Management Supported
Flat Commissions Not Supported
Incentive Programs Not Supported
Multi-Tiered Commissions Supported
Percentage Commissions Not Supported
Sliding Scale Commissions Not Supported
Split Commissions 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 Supported
Quote Management Not Supported

Integrations

Microsoft Outlook Not Supported
Quickbase Not Supported

Integrations

Microsoft Outlook Supported
Quickbase Supported
Claim GreenWave and update features and information
Claim GreenWave and update features and information
Claim Torch CRM and update features and information
Claim Torch CRM and update features and information