Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Documents are instantly reproducible at any time and location. Central to an insurance application are the rule sets and accounting mechanisms. Both detailed and aggregate transcodings are readily accessible. Calculations for limits and premiums can be executed online or in batch mode, yielding consistent results. A high level of information readiness, accompanied by fast response times, is expected. Integrated tools like Word and Excel enhance usability. Business cases can be effectively managed both going forward and in hindsight. Siddhartha navigates this intricate landscape, empowering insurers to take proactive steps within the market. Whether you need fully automated offer generation from platforms like comparis.ch or a tailored premium calculator for your website, we have the solution for you. We also provide enhancements for the entry process, including automatic notifications to both previous insurers and new customers, as well as improvements in the commission and application workflow, along with advancements in statistics and cross-selling opportunities. Our commitment is to ensure that your insurance processes are as efficient and effective as possible.
API Access
Has API
API Access
Has API
Integrations
Microsoft Excel
HubSpot CRM
HubSpot Customer Platform
Microsoft Word
Pipedrive
QuickBooks Cash
Salesforce
Sumex
Xero
Zendesk
Integrations
Microsoft Excel
HubSpot CRM
HubSpot Customer Platform
Microsoft Word
Pipedrive
QuickBooks Cash
Salesforce
Sumex
Xero
Zendesk
Pricing Details
$899 per month
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
Commissionly
Founded
2018
Country
United Kingdom
Website
www.commissionlytracker.com
Vendor Details
Company Name
Sumex
Founded
2019
Website
www.sumex.ch/en/siddhartha
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