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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

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

Screenshots View All

Screenshots View All

Integrations

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

Integrations

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

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

Product Features

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