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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

BeneTrac is exclusively available through employee benefit brokers, ensuring that clients receive personalized service. What sets BeneTrac apart is its provision of a local representative who possesses expertise in both carriers and technology. With BeneTrac, businesses can find a sustainable solution to their Human Capital Management (HCM) requirements. The combination of BeneTrac software and the Paychex Flex® HCM platform allows for smooth integration with your existing office systems. After nearly twenty years of advancements, we have broadened our cloud-based offerings to encompass a complete range of Human Capital Management services, catering to the evolving needs of organizations. This evolution positions BeneTrac as a leader in the HCM landscape, committed to delivering innovative solutions.

Description

Empower your brokerage with the ability to collaborate digitally and oversee your back office tasks from any location. CommissionTrac serves as the ultimate platform for managing all aspects of your business, from tracking deal pipelines and opportunities to processing commission payments, while also allowing you to build your own internal database of comparisons. Equip your principals, agents, and back office staff with the resources needed to run a productive and profitable operation without the hassle of sifting through spreadsheets and paper documents. Say goodbye to traditional spreadsheets and paper forms for managing your pipeline and new deals. With CommissionTrac, everything is centralized, eliminating the need for redundant data entry. The platform offers streamlined workflows for your agents and back office personnel, enhancing productivity and profitability for all users. By fostering transparency, organization, and efficiency, CommissionTrac provides a comprehensive solution that integrates the agent's deal pipeline with back office automation and reporting, ensuring that every aspect of your brokerage runs smoothly and efficiently. This all-in-one approach to management not only simplifies processes but also drives better decision-making across the board.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

CompliantPro
QuickBooks Online
Salesforce

Integrations

CompliantPro
QuickBooks Online
Salesforce

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$60 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Paychex

Founded

1971

Country

United States

Website

www.benetrac.com

Vendor Details

Company Name

CommissionTrac

Founded

2016

Country

United States

Website

commissiontrac.com

Product Features

Benefits Administration

COBRA Administration
Claims Management
Deduction Management
Disability Insurance Administration
Employee Benefits Administration
FMLA Administration
FSA Administration
Flexible Spending Accounts
For Brokers
For Employers
HIPAA Compliant
Health Insurance Administration
Life Insurance Administration
Online Benefits Enrollment
Premium Billing
Provider Management
Retiree Administration
Retirement Plan Management

Product Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Commission

Affiliate Management
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions

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