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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
Torch CRM is a comprehensive customer relationship management solution tailored specifically for manufacturers' representatives, rep agencies, and various B2B sales teams focused on selling through quotes. This platform consolidates crucial elements such as accounts, contacts, leads, opportunities, quotes, orders, sales, commissions, manufacturer line sheets, samples, products, and price books into a unified workspace. Users can efficiently monitor their pipelines by both territory and principal, generate quote PDFs, follow up on outstanding quotes, manage activities and tasks, import commission reports, and analyze sales and payout statistics. Additionally, Ginger, an integrated voice assistant, facilitates the transcription of calls and the drafting of CRM updates for user review. The web application features seamless integrations with Outlook and Quickbase, private API access, robust role-based access controls, multi-factor authentication, an audit log for tracking changes, and options for data export. A dedicated iPhone application enhances field access, allowing users to view accounts, contacts, quotes, tasks, and sales information on the go. Customers can take advantage of a 30-day money-back guarantee, and Torch Automation is available to create custom features tailored to specific business needs, ensuring a personalized experience for every user. Overall, Torch CRM stands out as a versatile tool that streamlines the sales process for B2B teams.
API Access
Has API
Yes
API Access
Has API
Yes
Screenshots View All
No images available
Integrations
HubSpot CRM
Yes
HubSpot Customer Platform
Yes
Microsoft Excel
Yes
Microsoft Outlook
No
Pipedrive
Yes
QuickBooks Cash
Yes
Quickbase
No
Salesforce
Yes
Xero
Yes
Zendesk
Yes
Integrations
HubSpot CRM
No
HubSpot Customer Platform
No
Microsoft Excel
No
Microsoft Outlook
Yes
Pipedrive
No
QuickBooks Cash
No
Quickbase
Yes
Salesforce
No
Xero
No
Zendesk
No
Pricing Details
$899 per month
Free Trial
No
Free Version
No
Pricing Details
$75/user/month
The plan costs $75 per user per month and is billed monthly. Subscriptions can be canceled anytime.
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
No
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)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
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
Torch Automation
Founded
2021
Country
United States
Website
torch-crm.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
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
