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.
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AgentSync
AgentSync powers rapid growth for insurance carriers, agencies, and MGAs by offering modern tools for producer management. With a customer-centric design, seamless APIs, and automation, AgentSync's products reduce friction, increase efficiency, and maintain compliance, ultimately helping to improve the broker onboarding, contracting, licensing, appointing, and compliance processes.
Our core product, Manage, minimizes compliance costs and prevents regulatory violations before they occur by automating the administrative paper chase required to verify that agents have the necessary appointments and state licenses to sell. By simplifying the complexity of selling insurance, you can drastically reduce costs and compliance risks associated with manually managing these tasks via spreadsheets and disparate legacy systems.
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NextAgency for Health & Life Insurance
NextAgency is life and health insurance agency management software. Unlike insurance agency management systems built primarily for property and casualty agencies, NextAgency is designed for health insurance, employee benefits, Medicare, and life insurance agencies.
• Life and health insurance agency CRM for prospects, clients, policies, renewals, and relationships
• Marketing tools with email campaigns, drip marketing, and texts
• Automated insurance agency workflows
• Business analytics, dashboards, and reporting for agency performance and pipeline management
• Compliance and disclosure tools with e-signatures and required insurance documentation
• Optional insurance commission tracking with carrier statement imports, reconciliation, and sub-agent management
• Easy to customize for how your insurance agency works
• Top-rated support
• Free Android and iPhone apps
• Insurance agency software with transparent pricing, a 30-day free trial, and no long-term contract required
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Insureio
Unleash the power of automation to streamline insurance marketing and lead management. Top producers don’t have more hours in the day than you do – they’ve just figured out a better way to use them. Insureio gives you their systematized, automated approach to selling, resulting in more sales, less paperwork, and happier clients. Track leads, events, tasks, and policies. Get forecasting for sales and productivity, with opportunities posted to your dashboard and pre-built reports for instant analytics. Minimize non-revenue-generating activities. Our drop-ticket app fulfillment offers proactive case management, approval automation, and e-Policy delivery. Automate marketing, lead generation, and sales functions. Implement lead nurture campaigns and status-driven follow-ups with a click. Quote over 40 leading carriers with our easy one-page app for term life, permanent life, LTC, disability, and annuities.
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