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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

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.

Description

Easy Incentivizer allows businesses to automatically calculate the commissions of their sales representatives and managers for closed-won opportunities. This eliminates the need to manually calculate commissions and takes away the hassle of managing them manually. It is a native Salesforce app that requires no in-app purchase. Here are some features of Easy Incentivizer. 1. Commission is automatically calculated on the first day each month 2. Progressive Commissions can also be calculated 3. Each user can define their own Commission Criteria. 4. You can store the Commission Criteria in a template form to be used by other users. 5. Each user can view their performance over the past 5 years on personalized dashboards. 6. Role Hierarchy is set up so that sales representatives cannot see the dashboard for others. By using Easy Incentivizer businesses can: Save Time Reduce costs Manage Commissions effectively Define Custom Com

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Salesforce
HubSpot CRM
HubSpot Customer Platform
Microsoft Excel
Pipedrive
QuickBooks Cash
Xero
Zendesk
Zoho CRM

Integrations

Salesforce
HubSpot CRM
HubSpot Customer Platform
Microsoft Excel
Pipedrive
QuickBooks Cash
Xero
Zendesk
Zoho CRM

Pricing Details

$899 per month
Free Trial
Free Version

Pricing Details

0$
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

Commissionly

Founded

2018

Country

United Kingdom

Website

www.commissionlytracker.com

Vendor Details

Company Name

Cyntexa

Founded

2018

Country

United States

Website

cyntexa.com/easyincentivizer/

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

Compensation Management

Bonus Management
Compensation Assessment
Compensation Calculation
Compensation Plan Modeling
Compensation Statements
Employee Reward Programs
Incentive Programs
Organizational Charting
Salary Planning

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

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

Alternatives

Alternatives

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