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ease
features
design
support

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Write a Review

Description

Comissio is a specialized platform dedicated to managing insurance commissions, providing a centralized, automated solution that enhances and simplifies the entire process of commission management, from tracking to reporting, enabling agencies to move away from cumbersome spreadsheets and disjointed tools in favor of a cohesive cloud-based system. It facilitates both single and multi-carrier commission processing, efficiently managing new and recurring commission runs in one streamlined batch, while allowing users to customize pay codes, schedules, and hierarchies tailored to the diverse commission structures of their agents. The platform automates various aspects such as commission calculations, adjustments, and chargebacks, generates ACH files for direct commission payments, and offers real-time dashboards and detailed reporting to enhance visibility into starting balances, advances, recoveries, and final agent balances. Designed specifically for businesses in health, life, and accident insurance, Comissio plays a crucial role in minimizing human error, speeding up payout processes, and simplifying the intricacies of complex hierarchies and reconciliation by unifying data into one accessible location. This comprehensive approach not only increases efficiency but also allows agencies to focus on their core operations without the distraction of manual commission management tasks.

Description

SalesRepFielder is an effective commission management tool designed for QuickBooks Online that analyzes your invoices along with the transferred sales-rep field, applies your specified commission guidelines, generates detailed statements for each representative, and seamlessly integrates the necessary journal entries into your accounting records. This software is particularly advantageous for bookkeepers, accounting firms, and small businesses utilizing QBO. THE ISSUE. One significant drawback of QuickBooks Online is the absence of a Sales by Rep report. For those who transitioned from the Desktop version, the conversion process resulted in the REP field being transferred as a custom dropdown with only initials, which remains unlinked to any employee records. As a workaround, many users resort to a monthly commission spreadsheet that tends to be overlooked during audits. WHAT IT OFFERS. SalesRepFielder seamlessly interfaces with QuickBooks Online to extract data from invoices, sales receipts, payments, credit memos, and refund receipts, including the imported rep custom field. The platform supports a variety of commission structures through clearly defined rules, such as flat rates, tiered systems, per-deal rate lookups, margin-based calculations, quotas and performance targets, bonuses, SPIFF periods, splits, pools, manager overrides, caps, and clawbacks. This comprehensive approach ensures that all aspects of commission management are covered efficiently.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

QuickBooks Online No 

Integrations

QuickBooks Online Yes 

Pricing Details

$249 per month
Free Trial No 
Free Version No 

Pricing Details

$20/month
Free Trial Yes 
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) No 
Online Support Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Comissio

Country

United States

Website

comissio.com

Vendor Details

Company Name

Dire Syzygy

Founded

2026

Country

Mexico

Website

salesrepfielder.com

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 

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 

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