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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

CRMDAY One serves as a comprehensive cloud-based CRM and insurance operations platform designed specifically for independent agents, agencies, and FMOs. This innovative tool consolidates client and household information, sales pipelines, policy details, task management, communication history, and renewal processes into a single, streamlined workspace. Users have the ability to import HealthSherpa export files, check for updates, and address any conflicts, while integrated ACA quoting enables clients to compare plans from Healthcare.gov. The platform is equipped to handle Open Enrollment campaigns, automate workflows, generate reports, manage agency networks, and oversee commission structures. Additionally, its shared inbox integrates a variety of communication channels including email, SMS, WhatsApp, voice, and Instagram, with functionality varying based on specific configurations and third-party integrations. To further enhance efficiency, Aria AI supports insurance workflows, and an optional ChatGPT plugin allows authorized users to interact with CRM records and tasks seamlessly. Specifically designed for U.S. insurance professionals, CRMDAY One caters to those working with health, ACA, Medicare, and life insurance clients, ensuring they have the tools necessary to succeed in a competitive market. This multifaceted platform ultimately aims to elevate the operational capabilities of insurance agents and agencies alike.

Description

Our insurance commissions calculation software saves you time and recovers profit from missed Medicare and other insurance lines. Our insurance commission management software automates tracking missing payments and calculates all commissions, overrides and splits, overrides and bonuses. Multiple carrier reports will automatically be converted into standard formats to allow you to extract useful reports from them. Easily check discrepancies and errors and export these in report format.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

ChatGPT Yes 
Facebook Yes 
Gmail Yes 
HealthSherpa Yes 
HubSpot CRM No 
HubSpot Customer Platform No 
Instagram Yes 
Microsoft Excel No 
Pipedrive No 
QuickBooks Cash No 
Salesforce No 
WhatsApp Yes 
Xero No 
Zendesk No 
Zoho CRM No 

Integrations

ChatGPT No 
Facebook No 
Gmail No 
HealthSherpa No 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Instagram No 
Microsoft Excel Yes 
Pipedrive Yes 
QuickBooks Cash Yes 
Salesforce Yes 
WhatsApp No 
Xero Yes 
Zendesk Yes 
Zoho CRM Yes 

Pricing Details

$69/user/month
$69 per licensed user per month; volume rates are available for larger teams. Platform modules are included. Messaging and voice services are contracted separately. A free trial is available without a credit card.
Free Trial Yes 
Free Version No 

Pricing Details

$899 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

CRMDAY

Founded

2019

Country

United States

Website

crmday.net/one

Vendor Details

Company Name

Commissionly

Founded

2018

Country

United Kingdom

Website

www.commissionlytracker.com

Product Features

Product Features

Commission

Affiliate Management No 
Agency Commission No 
Commission Calculations No 
Commission Scheduling No 
Commission Tracking No 
Compliance Management No 
Flat Commissions No 
Incentive Programs No 
Multi-Tiered Commissions No 
Percentage Commissions No 
Sliding Scale Commissions No 
Split Commissions No 

Compensation Management

Bonus Management No 
Compensation Assessment Yes 
Compensation Calculation Yes 
Compensation Plan Modeling Yes 
Compensation Statements Yes 
Employee Reward Programs No 
Incentive Programs Yes 
Organizational Charting No 
Salary Planning Yes 

Insurance Agency Management

Claims Management No 
Commission Management Yes 
Contact Management Yes 
Document Management No 
Insurance Rating No 
Life & Health Yes 
Policy Management Yes 
Property & Casualty No 
Quote Management No 

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