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ease
features
design
support

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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

If your commissions live in one tool, your rebates in another, and your chargebacks in a spreadsheet, finance ends up reconciling the same sale several times. incentX puts all of them on one spine: the ERP transaction. incentX is an incentives and compensation platform. It reads invoices, sales orders, credit memos, and AP/AR lines directly from your ERP through pre-built, two-way connectors, with no middleware or data warehouse. Each transaction is evaluated once against every active program, including sales commissions, customer and supplier rebates, royalties, chargebacks, billbacks, and trade promotions. Approved results can post back to the ERP as GL entries or AP/AR records. Native connectors typically sync in under five minutes, and anything without a connector can use the open REST API, flat files, or SFTP. incentX is SOC 2 Type II certified, encrypts data with TLS 1.2+ in transit and AES-256 at rest, and supports SSO through Okta and Microsoft Entra ID.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Acumatica Cloud ERP No 
Epicor Prophet 21 No 
HubSpot CRM No 
Infor Distribution SX.e No 
Microsoft Dynamics 365 No 
Microsoft Dynamics 365 Business Central No 
Microsoft Entra ID No 
NetSuite No 
Okta No 
QuickBooks Enterprise No 
QuickBooks Online No 
QuickBooks Online Advanced No 
SAP Business One No 
SAP ERP No 
SAP S/4HANA No 
Sage 300 No 
Sage Intacct No 
Salesforce No 
Zapier No 
Zoho CRM No 

Integrations

Acumatica Cloud ERP Yes 
Epicor Prophet 21 Yes 
HubSpot CRM Yes 
Infor Distribution SX.e Yes 
Microsoft Dynamics 365 Yes 
Microsoft Dynamics 365 Business Central Yes 
Microsoft Entra ID Yes 
NetSuite Yes 
Okta Yes 
QuickBooks Enterprise Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
SAP Business One Yes 
SAP ERP Yes 
SAP S/4HANA Yes 
Sage 300 Yes 
Sage Intacct Yes 
Salesforce Yes 
Zapier Yes 
Zoho CRM Yes 

Pricing Details

$249 per month
Free Trial No 
Free Version No 

Pricing Details

200 per month
Growth Plan: $500 per month
Pro Plan: $1500 per 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 Yes 
iPad App Yes 
Android App Yes 
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 Yes 
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 Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Comissio

Country

United States

Website

comissio.com

Vendor Details

Company Name

incentX

Founded

2018

Country

United States

Website

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

Compensation Management

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

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow Yes 
Guided Selling No 
Product Configurator No 
Proposal Generation No 
Quotes / Estimates No 
Renewal Management No 
Self Service Portal Yes 
eCommerce No 

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management Yes 
Territory Management Yes 

Sales Performance Management

Incentive Compensation Management (ICM) Yes 
Predictive Sales Analytics Yes 
Quota Management Yes 
Reporting / Analytics Yes 
Sales Coaching Analysis Yes 
Sales Gamification Yes 
Sales Performance Tracking Yes 
Sales Planning & Forecasting Yes 
Territory Management Yes 

Alternatives

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