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Description
By having Commission Tracker on your team, you'll experience the seamless streamlining of your commission process. This robust tool empowers you to effortlessly compensate agents, create reports, and accomplish so much more. Many agencies face initial challenges when it comes to commission tracking, often using inadequate tools that lead to overwhelming situations, making it difficult to generate essential reports. However, Commission Tracker has the potential to entirely transform this experience.
Gain immediate access to your data from anywhere! No need for downloads, installations, updates, or backups ever! This is especially advantageous when multiple users require access from different locations while still sharing the same database.
Description
This software system for agency management, marketing, and tracking is tailored to help independent agents and agencies operate more effectively by implementing industry best practices. Initially, it operates in an administration mode, where the administrator, after logging in, undertakes a setup procedure that includes adding details about agents, information about carriers, sources of leads, and the letters for drip campaigns. Furthermore, the administrator can enter commission details for both groups and individuals, craft and upload personalized letters, and establish accounts for all group and individual clients associated with each agent. The software also enables the administrator to conduct queries based on various criteria, including carrier, lead source, type of lead, and agent. Additionally, it provides the capability to generate comprehensive reports that highlight performance metrics, such as the ratio of successful sales to unresponsive leads and the number of sales compared to callback attempts, thus enhancing the overall strategic decision-making process.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$67.00/month/user
Free Trial
Free Version
Pricing Details
No price information available.
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
Commission Tracker Software LLC
Founded
1995
Country
United States
Website
commission-tracker.com
Vendor Details
Company Name
Business Assistant
Founded
2007
Country
United States
Website
www.LTSPro.com
Product Features
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
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management