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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

Sequifi is an innovative cloud-based solution tailored for organizations that rely on commission-driven structures, merging commission management with payroll and workforce functionalities. It efficiently computes tiered commissions, splits, bonuses, manager overrides, adjustments, and clawbacks based on customizable pay rules, subsequently directing the approved amounts to payroll for both W-2 employees and 1099 contractors. The platform streamlines payroll processes with features that encompass pay-cycle preparation, reviews, approvals, deductions, and maintenance of pay records. Furthermore, it offers support for recruiting and onboarding activities, management of employee documents, organization of roles and teams, visibility into performance, and training resources. Sales representatives benefit from the ability to access projected earnings and detailed pay information via mobile applications, while managers and finance teams maintain oversight of calculations and payroll cycles to ensure accuracy. Designed specifically for field-sales and service sectors, Sequifi serves various industries, including mortgage, solar, roofing, fiber, HVAC, pest control, and home-service teams that navigate complex variable compensation structures, enhancing efficiency and transparency in their operations. By integrating these diverse functions into a single platform, Sequifi empowers organizations to optimize their workforce management and commission processes effectively.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

HubSpot CRM Yes 
Salesforce Yes 
Google Sheets No 
HubSpot Customer Platform Yes 
JobNimbus No 
Jobber No 
Microsoft Excel Yes 
Pipedrive Yes 
QuickBooks Cash Yes 
QuickBooks Online No 
Xero Yes 
Zendesk Yes 
Zoho CRM Yes 

Integrations

HubSpot CRM Yes 
Salesforce Yes 
Google Sheets Yes 
HubSpot Customer Platform No 
JobNimbus Yes 
Jobber Yes 
Microsoft Excel No 
Pipedrive No 
QuickBooks Cash No 
QuickBooks Online Yes 
Xero No 
Zendesk No 
Zoho CRM No 

Pricing Details

$899 per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
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 Yes 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Commissionly

Founded

2018

Country

United Kingdom

Website

www.commissionlytracker.com

Vendor Details

Company Name

Sequifi

Founded

2022

Country

United States

Website

sequifi.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 

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 

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 

Alternatives

Alternatives

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