Commissionly Tracker
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.
Learn more
Everstage
Everstage is the leading Sales Commission Software that helps you drive the right business outcomes through incentives.
Sales commissions, despite being a large business expense, is often a revenue lever that is not utilized to its full potential. Everstage helps you up-level your incentive program and drive profitable growth.
Everstage is a trusted ICM for public companies and enterprises worldwide- across industries like SaaS, Business Services, Financial Services, Insurance, Real Estate, Life Sciences, Manufacturing, Staffing and more.
Rated as #1 sales compensation management software, Everstage helps businesses streamline commission administration, boost sales performance and improve ROI with actionable insights.
Top features: No-code plan designer, detailed commission statements, advanced commission forecasting, quota management, queries & approval workflows, deferred commissions (ASC606), BI-powered reporting, and more.
Learn more
BoldTrail Back Office
Complete back office solution built for the cloud and mobile friendly. Simplifies and automates back office work, improving speed and accuracy. Data moves seamlessly throughout the process with no need to manually re-enter anything. Integrates with many CRMs and other tools. Structured implementation and responsive customer service. Additional professional services available.
• Transaction Management
• Commission Automation
• Accounting
• Agent Management
• Reporting and Analytics
In addition to providing functionality for all back office needs, BoldTrail invests heavily in client support:
• Knowledgeable, Responsive Customer Service
• Integration Marketplace and Open API
• Structured Implementation
• Detailed Product Documentation
• Professional Services
Learn more
CaptivateIQ
Created by a team with decades of commissions experience, CaptivateIQ is pioneering the new standard in commission management and enabling companies to reclaim the power of incentives with a platform built for revenue teams.
Twenty-eight of the Forbes Cloud 100, including leading brands like Amplitude, Gong, and Hopin, use CaptivateIQ to power their commission programs.
They have over $164.6M in funding from ICONIQ, Workday Ventures, Sequoia, Accel, Sapphire, Bessemer, Y Combinator, Amity Ventures, S28, and other leading investors.
Learn more
